Card terminals are rare on many jobs. Manual payment tracking keeps your records honest.
7 min read · Published 2025-12-01
Manual payment status flow
Pending review → confirmed payment states. No card processing.
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Note the payment on the invoice the same day when possible — on site for cash, when the transfer notification hits for bank payments.
Waiting until month-end means forgotten deposits and awkward customer conversations.
Ask customers to use invoice number as payment reference. Makes matching bank deposits faster.
When customers report a payment from the invoice link, review and confirm in the app — submissions start as pending_review.
Start with a free trial. Quote, approve, invoice and track payments from your phone.
Deposits and progress payments are normal on bigger jobs. Invoice status should show partially_paid until the balance is confirmed.
ProperTradie does not process cards — it tracks what you actually received.
ProperTradie tracks manual payments — it does not process card payments from customers.
