Customer payments at /money is where money your business receives from customers is reviewed: collections, failed attempts, refunds, and settlement. Trades Operator credits and service billing are separate. Owners, admins, and dispatchers (the office money roles) can use it; others see a notice and nothing is exposed. Sensitive steps ask for fresh two-step verification.
Card payment status
Owners and admins see Card payments on, or a prompt such as Set up card payments / Continue payment setup / Manage card payments if Stripe setup is not finished. Setup is described in the Stripe payments setup article.
Record a cash or check payment
- Open
/money/record(Receive cash or check), or use Record payment from there. - Under Find the invoice, search by customer or invoice number. An invoice must be issued first ("Issue an invoice before recording a customer cash or check payment").
- Choose How did you receive it? - Cash or Check (enter the Check number, last four characters only).
- Enter Amount received (up to what is due; partial is allowed) and Received on (within the last 365 days).
- Review, then click Record payment. You may be asked for two-step login. The invoice balance updates.
For a card payment, open the invoice instead; it creates the customer's secure card payment link.
Technician-reported payments
Cash and checks collected in the field show under Technician payments to review. Nothing changes until you act: click Approve and record, or Don't accept with a Reason the technician will see. If a claim is pending, the form asks you to review it before entering another amount so it is not counted twice.
If it is not working
- "That amount is more than what's due": lower the amount, the balance changed.
- "Payment outcome needs review": check payment history before trying again; do not record it twice.
Last updated 2026-10-09. Questions? Email support@tradesoperator.com.