Payments

The payment summary at the top provides a quick overview of the billing status:

The progress bar shows how much of the invoiced amount has already been paid.

A customer payment can be recorded before the full invoice amount is collected. This can be used, for example, when the workshop requires an advance payment or deposit before starting or continuing the repair.

Click Add Payment and enter the amount received from the customer. The new payment appears under Payment Records with the status Pending.

To confirm that the money has actually been received, click the Mark as Paid checkmark next to the payment.

After selecting Mark as Paid, enter the payment details. Select the Payment Date – the date on which the payment was actually received.

When recording a cash payment, Wemotics also shows how the payment will affect the company's current Cash Balance. Click Confirm Payment to complete the transaction.

Once confirmed, the payment changes from Pending to Paid and is included in the Job Card payment totals. The Paid and Outstanding amounts, as well as the payment progress percentage, are automatically updated.

If only part of the invoice has been paid, the remaining amount continues to appear under Outstanding.

To record another payment, click Add Payment, enter the additional amount received, and complete the same payment confirmation process.

This allows a single job to contain multiple payment records, for example when a customer pays a deposit first and the remaining balance after the repair is completed.

Example: If the invoice total is €281.17 and the customer pays a €100.00 deposit, record €100.00 through Add Payment. The system will then show €100.00 as Paid and €181.17 as Outstanding. When the customer pays the remaining €181.17, record it as another payment.

If no advance or partial payment was taken and the customer pays the entire invoice at once, there is no need to create a separate deposit payment.

The generated invoice appears under Payment Records with the status Pending. Click Mark as Paid, select the Payment Date and Payment Method, and click Confirm Payment.

The payment record also displays the payment method, payment date, and associated invoice.

All payments related to the Job Card remain available under Payment Records.

This provides a clear history of payments received for the repair, including partial payments and the final invoice payment. Each completed payment records its amount, payment status, payment date, and payment method, while invoice-related records are linked to the corresponding invoice.

This keeps the Job Card payment status synchronized with the workshop's financial records.