Payments

RoutePilot supports collecting payment online via payment links and recording payments collected on-site or outside the system.

Payment Links

Payment links let customers pay invoices online using a credit or debit card.

When a customer pays via a payment link:

• The payment is processed automatically
• The invoice status updates to Paid
• A payment receipt is sent to the customer's email

Payment links are generated per-invoice and expire after a set period.

Sending a Payment Link

From an invoice:

1. Click Send Payment Link
2. Choose delivery: include in invoice email, or copy the link to share directly
3. The customer follows the link to complete payment

You can also copy the payment link and send it via SMS manually if the customer prefers a text.

Recording On-Site Payments

If a technician collects cash, check, or processes a card on-site:

1. Open the invoice
2. Click Record Payment
3. Select the payment method
4. Enter the amount
5. Save

Recorded payments update the invoice status immediately.

Partial Payments

For large jobs or customers on payment plans:

1. Click Record Payment
2. Enter the partial amount
3. The invoice status changes to Partial
4. Repeat until the balance is zero and the invoice shows Paid

The AR Dashboard

Unpaid and overdue invoices appear in the Accounts Receivable dashboard (Billing → AR).

The AR dashboard shows:

Use the AR dashboard to identify and follow up on overdue accounts.

Next Steps

• Invoices