On the mobile app, you record how the customer paid — cash, check, or card-collected-on-site.
The app does NOT charge cards through Stripe in the field. For online card collection, send the customer the payment link.
What "recording a payment" means here
When a tech taps Record payment on a job or invoice in the mobile app, they're telling Run a Call "the customer handed me $X by [method]." The platform creates a payment record on the invoice; the invoice status updates accordingly.
This is bookkeeping. There's no card-reader hardware, no Stripe terminal, no tokenization on the device.
Methods you can record
| Method | Use |
|---|---|
| Cash | In-person cash payments. |
| Check | Record the check number and amount. |
| Card | The customer paid you by card on-site, using their own merchant card or POS device. The platform does NOT process the card through Run a Call. |
Split payments
If the customer is paying part now and part later:
| Step | Action |
|---|---|
| 1 | Record payment with the amount they paid now. |
| 2 | Split — leaves the remaining balance open on the invoice. |
| 3 | Send the link for the balance, or record a second payment when they pay later. |
Online card collection (the recommended path)
For most card payments at a job, the workflow is:
Send the invoice
Tap Send invoice with the customer's email and SMS.
Customer opens the link
On their phone.
Customer pays via Stripe checkout
Through the Stripe-hosted checkout page.
Invoice flips to Paid
Automatically once the charge clears.
This works on-site (customer is right there, paying on their phone) and after the tech leaves.
What about Tap to Pay?
Tap to Pay on iPhone is not supported in Run a Call today. To take a card payment in person:
- Use the payment link flow above.
- Or use a separate card reader / terminal you already have and record the resulting payment as a Card (manual) entry.