Accepting payment on a repair order

Once the work is done and the customer has seen the invoice, taking payment is the moment the job turns into revenue. Pista keeps it on the same repair order you built the job on, so the totals, the tax, and the parts you already entered carry straight through. Here is how to collect.

Open the payment screen

1. Open the finished RO and confirm it is on the Ready status with every authorized job complete.
2. Click Checkout, then Take Payment.
3. Review the balance due at the top. This is your total minus any deposit already collected.

Good to know: If the balance looks off, back out and check that all parts are on the RO and the labor, fees, and tax are right. Fixing it before you collect saves an awkward refund later.

Choose how the customer is paying

1. Pick a payment method: card, Apple Pay, Cash App, cash, or a pay-over-time option like Affirm, Klarna, or Sunbit.
2. For card or digital wallets, run it through your connected reader or send a secure pay link to the customer's phone.
3. For cash, enter the amount tendered and Pista shows you the change to hand back.

Split a payment across methods

Customers do this more than you would think: half on a card, the rest in cash, or a deposit on file plus the balance today.

1. Enter the first amount and run that method.
2. Pista shows the remaining balance.
3. Add another method for the rest. Repeat until the balance hits zero.

Confirm and close out

1. When the balance reaches zero, the RO flips to Paid automatically.
2. The payment reconciles into your deposit batch with no extra data entry.
3. Send the receipt and paid invoice by text or email straight from the RO.
4. Move the RO to Picked Up to clear it off the board.

Tips

• Always send the receipt digitally even if the customer wants a printout. It lands in their customer history, so the next visit you both have the record.
• Surface pay-over-time on any ticket above a few hundred dollars. It is the difference between a customer approving everything today and deferring half the work.
• A paid, picked-up RO is locked from accidental edits. If you truly need to change it, an owner can reopen the ticket.

That is the whole collection step: review the balance, pick the method, split if needed, and let Pista mark it paid and reconcile on its own.