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Getting paid and recording payments
Getting paid stays between you and your customer: they pay you directly by bank transfer, standing order or cash, and Fixture Pro keeps the record of what's paid and what's still owed.
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Getting paid stays between you and your customer: they pay you directly by bank transfer, standing order or cash, and Fixture Pro keeps the record of what's paid and what's still owed.
In Settings, under Payments, fill in How to pay you and choose Save. Linked customers see it. Never put a card number there.
On a customer's page, open Record a payment. Enter the amount, the date and how they paid (cash, bank transfer or other), then choose Record payment.
When a customer says they've paid, it shows in Payments to confirm on Money and Requests. Choose Confirm, A different amount, or Not received.
For a customer who pays by standing order, confirm each visit, or Confirm all. On their page you can choose to record their standing order as paid automatically.
Money shows this week and this month, who still owes you and anyone in credit.
Fixture Pro never holds or moves your money. Card payments aren't available yet, so cash, bank transfer and standing orders are the options.
Send us a message and say what you were trying to do and which screen you were on.