This feature allows businesses to accept payments directly from customers when no invoice is generated. It is useful for ad-hoc transactions, walk-in payments, or any situation where a formal invoice is not required. The payment is recorded in the system for tracking and reporting purposes.
- Log in to your rental platform. From the left-side menu, select Orders → Rent Orders.
2. Search for the main customer name or order number in the search box and click on the Order Number to open the reservation.
3. Go to the Financials tab.
4. Click on Collect dropdown button and Select Payment button.
5. Choose the method of payment.
- Card on Profile – Uses the customer’s saved card information on file to collect the payment.
- Add a New Card – Allows the user to manually add a new card and charge the amount using the newly added card details.
- Cash – The payment is collected in cash and recorded manually in the system as a cash payment.
- Card Present – The payment is collected by processing a physical card through a connected payment terminal (e.g., Stripe or Square terminal).
- Others (Bank Transfer, Invoice, Cheque, etc.) – Used when the payemnt is collected through alternative payment methods such as a bank transfer, cheque, or separate invoice transaction outside the main payment system.
6. Click on the Pay button to collect the partial payment or full payment.
