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Accept a Client Payment On-The-Go
You now have the option to track and accept payments away from your desk! Work on an iPad from the comfort of your own home (or somewhere else in the office) and accept client payments whenever and wherever.
Take Note: Only users who sign up for Canopy Payments under an Organization entity can manually enter client payment information.
1. Open the app and tap Clients.
2. Select a client from the list.
3. Tap the Billing tab.
You may have to slide the tabs to the left for the billing tab to be visible.
You may get a pop-up message to review Canopy Payments terms. Tap Close to proceed with the payment process.
4. Tap on the three stacked dots on the right side of the chosen invoice.
You can also choose to tap the Add payment option in the bottom right to get the same result!
5. Select Add payment from the pop-up menu.
6. Select the boxes next to the invoices you want to pay.
To make partial payments, tap the Amount to pay field and edit as needed.
7. Click Continue.
8. Select the dropdown menu to choose a payment option.
Please Note: The Saved payment method option is only available for users enrolled in Canopy Payments.
If you choose Saved payment method, select the correct account on file for your client and make any necessary notes.
Note: Saved payment methods won't populate if your client doesn't have any payment methods added on their account.
If you select Check, be sure to add a Check number and make any necessary notes.
If you select Cash, enter a Reference number and make any necessary notes.
9. Tap Submit/Save payment.
10. Review Payment details on the Payment Confirmation page and tap Done.
