Take a card payment on a job.

Open the job and tap Collect payment. The sheet walks you through the payment, a tip, the customer's signature and the receipt in one go.

Steps

1. Open the job and tap Collect payment. On a technician's job screen the Pay button opens the same sheet.
2. Under How are you paying? choose Card · manual to key in the card. In the JobField app on an iPhone you can also choose Tap to Pay on iPhone and let the customer tap their card or phone.
3. Let the customer pick a tip, enter a Custom amount, or choose No tip. If they are paying only part of the balance, tap Edit amount first. The rest stays on the invoice.
4. Tap Continue, then Enter card. Type in the card details and tap Charge. JobField confirms the amount that was charged.
5. Hand the phone over so the customer can sign under Sign to confirm, then tap Save or Skip.
6. Under Send a receipt choose Email or Text, check the address or number, and send it. Skip receipt finishes without one, and Done closes the sheet.

Good to know

Cash, check, Zelle and Venmo go through the same sheet. Pick Cash, Check, Zelle or Venmo, confirm the amount, and the payment is recorded so the job shows as paid.

The Card tile in that same group only records a card you already charged somewhere else. To charge a card inside JobField, use Card · manual or Tap to Pay on iPhone.

If the card options are missing, card payments are not turned on yet. The sheet shows a link to set up JobField Pay.