Open the customer’s work order from Work Orders. Check the Total in Payment Summary.
2
Open the invoice menu
In Payment Summary, select the arrow next to Send Invoice to Customer.
3
Select View invoice
Select View invoice. The invoice opens in a new tab.
The arrow next to Send Invoice to Customer opens a menu holding View invoice.
This is the customer’s own copy. It lists every charge on the job, your shop’s contact details, and the amount due. A panel on the invoice carries a QR code, so a customer reading it on their own screen can pay from their phone instead.
When: You have the invoice open and the customer is ready to read you their card.
1
Open the payment page
Select the banner at the top of the invoice: Amount due followed by Click here to complete the payment.
2
Check the balance
Remaining Balance shows what the customer owes. Select View full invoice to go back.
The payment page opens with the balance set, a tip step, and the card fields below it.
3
Handle the tip
Under Add a tip, ask the customer what they want to add. Select 15%, 20% or 25% and the tip applies straight away. For any other amount, type it in Tip and select Add tip. Total charged shows the new figure. Select Reset to clear it.
A tip goes into the payment on the work order. TireTutor does not show tips separately. To see tips on their own, open the Square Dashboard.
4
Enter the card
Under Pay by card, type the Card number, expiry date, CVV and ZIP the customer reads out.
5
Take the payment
Select Pay followed by the amount. That amount includes the tip.
A 20% tip on a $213.00 balance. Total charged and the Pay button both read $255.60.
Square hosts the card fields. The page says so under the card row: Payments are encrypted and processed by Square.
The same page offers wallets, a bank transfer and Afterpay. Each needs the customer’s own phone or computer, so none of them helps on a call — see what the customer can pay with.
The payment page shows Payment received — thank you! This invoice is now paid in full.On the work order, the Payments line shows what the customer paid and Remaining Balance reads $0.00. With a tip, the Payments line is higher than Total — the difference is the tip.
The work order after the payment. Payments reads $255.60 against a $213.00 total, and the balance is cleared.
The work order records the payment against the job, the same as a payment taken at the counter.
The work order shows Payment Pending. An earlier attempt is still open on that order. Check that payment in Square first. Then follow the terminal troubleshooting steps.
The payment page refuses the card and names the work order’s state. The same earlier attempt is holding it. Treat it the same way.
The invoice shows no payment banner. Someone has settled the balance. Check the Payments line on the work order.
