How the money side works

Each order keeps how much has come in and how much is left. When the customer pays, you note it on the order's Receive screen: all at once or in parts. The Financial tab shows who still has to pay and what came in this month.

Receive in parts: Note the deposit on approval and the rest on delivery. The order shows how much is left to receive.
Discount: Lowers the order total. The app shows the total before and after.
Receipt: Attach a photo or a file to the payment if you want to keep it.
Financial tab: How much is left to collect and from whom, the button to send the payment request and what came in this month.

How much is left on each order

On the order, below the Total, you see Left to receive with the open amount. It updates by itself as you note what came in.

Nothing received
No payment noted. The whole order total is left to receive.
Partly received
Part came in and shows under Already received. The rest is still open.
All received
Payments and discount cover the total. Nothing is left.

Receive a payment

For example: the customer leaves a deposit when approving the repair and pays the rest on pickup. Note each amount when it comes in.

Receive on the order

Open the order. It must be Approved, In progress or Completed.
Tap Left to receive, below the Total. On a completed order, the blue button at the top is already Receive $….
The amount comes filled with what is left. If you got only part of it, tap the amount and type how much.
If you want, change the day under When and tap Attach receipt.
Tap Confirm payment. The amount goes to Already received and what is left goes down.

Give a discount

On the order, tap … and Discount. On the Receive screen, it's … › Give a discount.
Type the amount. The app shows the total before and after.
Confirm. The order total goes down by the same amount.

Customer with several open orders

Open the customer (in Customers or in the Financial tab list) and tap Receive.
Check the orders they are paying and type how much you got.
Tap Confirm payment. If the amount doesn't cover everything, the oldest orders are paid first. Then you can send the receipt to the customer.

Fix an entry

Under Already received, tap the payment and choose Remove this payment.
To remove every payment on the order at once, tap … › Undo payments and confirm.

What the app won't let you enter

These checks prevent a negative balance and payments on orders the customer hasn't approved yet.

Rules

Quote or Canceled: The Receive screen doesn't take payments. Approve the quote first.
Zero amount: The Confirm payment button only lights up with an amount above zero.
More than what's left: Neither a payment nor a discount can be more than what is left to receive on the order.

The Financial tab

The Financial tab answers "who owes me?". At the top is the month, with ‹ › to change it. Right below, the line $… to collect from N customers, who has owed the longest and the blue button Send payment request to …, which sends that customer the link of their oldest open order.

In the … menu

Report has charts, customer, service and product rankings and recent orders, with the Send report as PDF button for your accountant or partner. Other period swaps the month for this week, this year or dates you pick.

To collect: Every customer who still owes, from any month, oldest first. Tap the name to receive.
Received this month: What came in on the orders of the chosen month. Tap to open the report.

Prices on the order PDF

On the order, tap … › View PDF. The PDF has the services and parts with prices, the discount (if any), the total and what has already been paid.

Who sees what

If someone works with you, access to money follows that person's role on the team. Working alone, you see everything.

Role	See prices	Receive	Financial tab
Administrator	Yes	Yes	Yes
Manager	Yes	Yes	Yes
Supervisor	No	No	No
Consultant	On orders they created	On orders they created	No
Technician	No	No	No

A Consultant only sees the orders they created; on those, they see prices and note payments. Discounts: Administrator and Manager only.

FAQ

Can I note a deposit before the quote is approved?

No. Approve the order first, then note the deposit in Receive, typing only the part that came in.

How do I give a discount?

On the order, tap … › Discount, type the amount and confirm.

I noted the wrong amount. How do I fix it?

Under Already received, tap the payment, choose Remove this payment and note the right amount.

How do I collect from someone who owes me?

In the Financial tab, tap Send payment request to …. The customer gets the order link and sees what is left. With Asaas billing turned on, the link also has Pix, boleto and card.

Does the technician see how much the customer paid?

No. Technician and Supervisor don't see prices, payments or the Financial tab.

Why doesn't Received this month match my cash?

Because it adds up orders opened that month, not the day each payment came in. An order from last month paid today counts in last month.