How to Deal with Offline or Part Payments

Yes, a customer can pay online on Survey Booker, offline (e.g. via bank transfer) or later in the job.

Skip payment to later: press the “Add/Skip payment” button in the “What’s next” section and say “Yes” to pay later. This marks the job as payment skipped so you can progress the job and add payment at a later stage.

Offline/manual payment: if the customer is paying outside of Survey Booker (e.g. over the phone, via cash, or bank transfer) you can press the “Add/Skip payment” button, press “No” to pay later. Set the amount paid, the payment date and if you want to confirm to the customer that payment has been received.

Online payment: if the customer pays online via the payment page, the job will be marked as paid automatically. If payment has been skipped, the customer can still return to the payment page to pay online.

If you need to update the amount paid later on in the job, you can click on the total paid amount in the Quote section, edit and press “Update”.

To add a part payment on a survey, this can be done manually. Once a customer has made a part payment (e.g. via bank transfer), you can press the “Add/Skip payment” button and enter the amount paid on the pop up.

The job will then show as “Part paid”.

You can then press “Add Payment” to add another payment.

In the “Quote” section of the job record you’ll see each payment amount added and the total. In the “General details” section you will see each payment date under the “Key dates” column.

Part payments with Zapier / Webhooks

Zapier or your webhook will include the following fields:

• total_paid – the total amount paid on the job so far combining all part payments
• paid_amount – the amount just paid triggering the new payment / payment received trigger

Part payments with Stripe/Opayo

Once the customer reaches the payment page for a survey, they’ll be prompted to pay the remaining amount on a job. If no payment has been added yet, the customer will be prompted to pay the full amount. If a part payment has already been added, they’ll be prompted to pay the remaining amount.