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How to enter a customer's payment

This article explains how to enter a payment against a job or invoice for your customer in Auxo Workshop.

Updated this week

Entering Payments on a Job or Invoice

  • Find and open the Job from the Diary, Job List or Invoice List

  • You will find the payment option at the bottom of the Job Maintenance screen - shown below:

  • Click Select Payment Method and add the amounts your customer has paid against the relevant payment type.

  • Then click Submit Payment:

🔥Tip: You can even submit a payment before the invoice is generated, this is what we call a Prepayment.

Entering Payments through Xero

If your Auxo Workshop is integrated with Xero, you can enter payments against invoices directly in Xero.

Read Xero's guide on entering payments for invoices here: https://central.xero.com/s/article/Record-payment-of-a-sales-invoice


Viewing Payments on a Job or Invoice

When a job or invoice has a payment against it, you can view details of the payment by clicking the little arrow next to the amount due:

Viewing Payments Entered in Xero

When viewing the invoice in Auxo Workshop, the payment details will show "[Xero]" as a clickable link that will take you directly to the appropriate transaction in Xero:

For detailed reporting on payments, see: Payments Received Report


Deleting / Removing a Payment

You can delete a payment from a job/invoice by doing the following:

  • Open the job/invoice

  • Expand the details in the "Amount Due" section at the bottom

  • Mouse over the payment amount of the payment you wish to remove

  • Click the delete (rubbish bin) icon

This will also remove the payment from the respective job / invoice in Xero.


Credit Card Surcharges

⚠️ This information is provided to clarify some options and methods we have seen used by customers. We cannot provide tax advice, so please check with your tax advisor or accountant on the best method for you and for advice on the taxes applicable on credit card charges in your country/jurisdiction.

Options for Applying Credit Card Surcharges

  • In Auxo Workshop: Where such surcharges do include tax/GST, you could add the Credit Card Surcharge as an additional line item to the job/invoice (as you can add line items to the invoice as long as no payments have yet been added to it).

  • In Xero / Accounting System: You may find it easier to handle surcharges within your accounting system, especially if you need to apply a surcharge that does not include GST. We recommend speaking to your accountant to clarify an appropriate process using this method.

    • In Xero a recommendation offered by an industry accountant was as follows:

      • For simplicity, create a transaction line to a "Fees collected" (GL account) when reconciling your card/eftpos transaction(s).

Specific Information for New Zealand & Australia

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