Movermate CRM makes collecting payments simple and efficient. You can receive payments via Cash, Credit Card, or Bank Transfer. This guide covers two methods for processing payments:
From the Job Summary Page
From the Payments Table
Collecting Payments from the Job Summary Page
Step 1: Navigate to the Job Summary Page
Go to the specific job for which you need to collect payment.
Ensure an invoice has been created. If an invoice is not available, click "Add Invoice" to create one.
Step 2: Add Payment
Click the "Add Payment" button under the Payments section.
A pop-up window will appear with the invoice amount automatically populated.
Step 3: Select Payment Method
Choose one of the three available payment methods:
Cash
Credit Card
Bank Transfer
You can also edit the amount if necessary.
Step 4: Complete the Payment
Fill in the required payment details based on the selected method.
Click "Submit" or "Pay Now" to complete the transaction.
Once processed, the payment will be recorded in the system, and the invoice status will be updated accordingly.
Collecting Payments from the Payments Table
Step 1: Navigate to the Payments Section
From the left-side menu, click on Payments.
This will open the Payments Table, showing all past transactions and pending invoices.
Step 2: Click on "Create Payment"
In the top-right corner, click on the Create Payment button.
A side pop-up will appear for payment collection.
Step 3: Search for the Customer or Invoice
In the pop-up, search by customer name or invoice number to find an open invoice.
If no open invoice exists, you can create one by clicking "Create Invoice".
Step 4: Select the Invoice for Payment
If an invoice exists, select it from the list.
The payment screen will open with the pre-filled invoice amount.
Step 5: Choose the Payment Method
Select one of the three available options:
Card – Enter the customer’s card details and process the payment.
Cash – Manually record the cash payment received.
Bank Transfer – Enter the customer's bank details and upload the payment receipt.
Step 6: Enter Payment Details
For Card Payments: Enter the card number, expiry date, and CVV, then click "Pay Now".
For Cash Payments: Enter the amount received and confirm the transaction.
For Bank Transfers: Enter the bank details, attach the receipt, and click "Pay Now".
Step 7: Confirm the Payment
Once the payment is successfully processed, it will be updated in the Payments Table.
The invoice status will automatically update to "Paid" if the full amount has been received.
Step 8: Download or Send Payment Receipt (Optional)
Locate the payment entry in the Payments Table.
Click the three-dot menu (⋮) next to the payment record.
Select "Send Receipt" to email it to the customer or "Download Receipt" to save a copy for records.