Collect payment from the driver app
Drivers can bill a customer on scene from the Collect Payment screen for a dispatch. The customer pays on their own phone, or the driver records a cash payment.
Take a card payment
Open the dispatch and go to Collect Payment.
On the Create Invoice form, set the payment type to Square.
Enter the amount, or add line items. The total must be greater than $0.
Create the invoice. The app generates the Square payment link automatically.
Give the customer the link in whichever way is easiest:
QR code: the customer scans it with their phone camera.
Share Payment Link: opens your phone's share menu.
Send via SMS: opens your messaging app with a ready-to-send message that includes the link and the amount.
Copy link: copies it so you can paste it anywhere.
Once the customer pays, select Refresh Payment Status if the screen has not updated yet. The status changes to paid.
Take a cash payment
Set the payment type to Cash when you create the invoice. No payment link is made. When you have the cash in hand, select Mark as Paid. The Collect Payment screen needs Square to be connected for your company, even for cash jobs.
Good to know
Only one invoice can be created per dispatch. If you see "An invoice already exists for this dispatch," open the existing invoice instead.
Send via SMS opens your own messaging app, so the message is sent from your phone number. It shows only for roles with the send-by-text permission, which the default Admin, Dispatch, and Driver roles include.
If you see "Square Not Connected," ask an Admin or Owner to connect Square. The whole Collect Payment screen is unavailable until they do.
If a link stops working, generate a new one from the same screen.