Split Payments (Device)

You can split payments between multiple payment methods in your MobiWork app. This can be done if a customer would like to split a payment between various payment methods (e.g., paying half a quote with cash and the rest on card).

For more information about how to split payment methods on your mobile device, please see the Invoice Checkout and Payment page for invoices, or Quote Checkout page for quotes.

Adding Credit to the Customer Profile

You can add credit to a customer's profile through the "Billing" tab in the View Customer pop-up window. This credit (prepayment) can then be used to split payments across multiple invoices associated with the customer.

In the "Invoices" panel, click on the Individual Actions button and from the drop-down select the "Add Prepayment" option:

The Add Prepayment pop-up window will then appear. Input the payment amount and select the "Credit Card (No Process)" option for the "Payment Method" field:

You can utilize this credit by selecting the "Unapplied Prepayment" payment method in the Add Payment pop-up window:

After adding the prepayment to an invoice, you can adjust the customer's remaining balance through the View Customer pop-up window.

Select the "Recalculate Balance" option from the Individual Actions button to update the customer's remaining billing balance: