Get paid
This is what it's all for. Once payments are on, your clients can settle an invoice online in seconds — and ServiceYak records it against the invoice automatically.
You'll collect your first online payment. Send an invoice with online payments enabled and your client can pay it straight away.
Step by step
- Send an invoice. Make sure online payments are turned on, then send an invoice to your client.
- Your client pays online. They open the invoice and tap Pay now to pay by card or bank transfer.
- ServiceYak records it. The payment is matched to the invoice and its status updates to paid automatically.
- Track it. See paid, unpaid and overdue invoices at a glance, and watch the money land in your connected bank account.
Tips
- You can also record payments that came in another way — cash or direct deposit — to keep every invoice up to date.
- Paid invoices flow through to your reports, so your numbers stay accurate.
- That's the full loop — quote, job, invoice, paid. Nicely done.
What happens next
You've completed the ServiceYak setup. From here it's just repeating the loop — and everything you send keeps getting faster with saved clients, kits and templates.
Common questions
What if a client pays me in cash?
Record the payment manually against the invoice so your records and reports stay accurate.
Can I see all my payments in one place?
Yes. The Payments area shows every payment across your invoices.