All Features

Payments & POS

Get paid on the spot — any method

Record payments against invoices, track partial and outstanding balances, and review transaction history. Payment recording is separate from processing money.

PalBluInvoices · Sample workspace
Invoice #1042 · Rivera ResidencePaid
Invoice #1043 · Chen Propertyawaiting payment
Outstanding$285.00

What's included

Payment method records
Auto-pull totals from invoices/jobs
No per-invoice processing fees from PalBlu
Printable payment receipts
Transaction history with filters
Linked to invoices and customer records

How to set it up

1

Set up your invoice payment instructions

2

Choose a payment method when recording a payment

3

When a job is complete, tap 'Collect Payment'

4

The total pulls automatically from the invoice

5

Select the payment method, confirm, and you're done

Who sees what

Every role sees only what they need. Here's who has access to Payments & POS and what they can do:

Super Admin

Full access — configure methods, process payments, view all transactions

Admin

Full access — same as Super Admin

Manager

Process payments, view transaction history

Ready to try it?

See Payments & POS in action — no credit card, no commitment.