Collect payment in the field

Once a job's complete and there's a balance owed, the job page gives you a Collect Payment card. Collecting on the spot means one less invoice the office has to chase later — worth doing whenever the customer's ready to pay before you leave.

When it shows up

Collect Payment only appears once the job status is Complete and the balance due is more than zero. It won't show while the job's still in progress, and it won't show if there's nothing left to collect (a fully covered warranty or agreement visit, for instance).

The balance due shown is the real number — parts and labor plus tax, matching exactly what the office's invoice will charge. Don't quote the customer a different figure from your own math.

Recording cash or check

Tap Record cash or Record check for what the customer handed you. That's the whole flow — there's no amount to type in, no receipt to print. The card confirms the payment's recorded (or queued, if you're offline — it syncs once you're back in signal).

Card and payment links aren't connected yet

Tap to pay (Terminal) and Send payment link are shown on the card so you know they're coming, but both are disabled today — Thermal doesn't have card processing wired up yet. If a customer wants to pay by card, that has to go through the office for now; don't tell them Thermal can run the card on site.

Before you get here

Collecting payment is the last step in a chain: the job has to be complete, and completing it required a customer signature first — see Accept and start a work order for the signature-and-complete flow that unlocks this card.