Mobile Invoice Payment Recording
A small business selling artisanal products at a farmer's market can now effortlessly record cash payments received from customers directly on their invoices using the mobile app, ensuring accurate transaction records without the need for formal invoices.
Mobile Invoice Payment Recording: Businesses can now conveniently record payments directly on invoices within the mobile app, streamlining transaction management whether it's for on-the-go sales at events like farmer's markets or for larger transactions like roofing services.
⭐️ Why Does It Matter To Your Business?
Streamlined payment recording: Easily record payments on invoices directly within the mobile app, eliminating the need for manual entry or additional steps.
Increased flexibility: Whether it's a casual cash transaction at a farmer's market or a formal payment for services rendered, businesses can accurately record various payment methods with ease.
Enhanced efficiency: Save time and effort by seamlessly managing payments and invoices in real-time, improving overall business operations.
⭐️ How To Use Mobile Invoice Payment Recording:
Open the mobile app with your account and click on the hamburger menu from the top left of the screen.
Click on the invoices section.
Click on an invoice for which you would like to record payment and. Select record payment.
Select the payment instrument. Accept payment via your chosen payment method.
The Mobile Invoice Payment Recording feature empowers businesses to efficiently manage payments and invoices on-the-go within the CRM, facilitating smoother transactions and enhancing business operations.
