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In the mobile app: open a Confirmed inspection → the Fees & Payments tile.

Fees and Payments lets you take payment at the property: open the card payment page, text the client a payment link, or record a check or cash. It opens only on a Confirmed inspection with a price. The tile shows Paid, Partially Paid, Pending or Overdue.

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The Fees and Payments screen

Fees and Payments with a grey Pending badge: Payment Management with Total Amount $600.00, a green Pay via Credit Card $600.00 button with a copy button, and Show Invoice and Record Payment buttons While a bank transfer is clearing, the card button shows Payment Processing: ACH transfer in progress.

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After a payment

Fees and Payments with an orange Partial badge: Total Amount $600.00, a Pay Remaining Balance $400.00 button, Show Invoice and Record Payment, and a Payment Summary: Service Total $600.00, Amount Paid $200.00 in green, Amount Due $400.00 in red, and Last Payment: Type Check, Amount $200.00, Date 2026-10-22, Notes Deposit, check #2041 A Payment Summary appears once anything is paid: Service Total, Amount Paid, Amount Due, and the Last Payment with its type, amount, date and notes.

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Record a payment

The Record Payment screen for 67 Spruce Avenue, Riverton, IL 62561: Amount $400, Balance due $400.00 with a Use link, Payment type chips Cash, Check (selected), Credit Card, Debit Card, Wire Transfer, Venmo, Zelle, Cash App, E-Transfer and Other, Payment date Sat, Oct 24, 2026, Internal notes (Only visible to your team) and a Record Payment button
  1. Tap Record Payment.
  2. Type the Amount, or tap Use to fill in the balance due.
  3. Pick the Payment type: Cash, Check, Credit Card, Debit Card, Wire Transfer, Venmo, Zelle, Cash App, E-Transfer or Other.
  4. Check the Payment date.
  5. Add Internal notes if you like, such as a check number. Only your team sees them.
  6. Tap Record Payment.
The payment is added to what’s already been paid and the invoice is updated. The app tells you, for example, “Payment of $200.00 recorded. Remaining balance: $400.00”, or “The inspection is fully paid.” Recording a payment doesn’t charge anyone. To charge a card, use Pay via Credit Card.

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Edit a payment

Fees and Payments with a green Paid badge: Total Amount $650.00, Show Invoice and Edit Payment buttons, and the Payment Summary: Service Total $650.00, Amount Paid $650.00, Amount Due $0.00, Last Payment Check, $650.00, 2026-10-20 On a paid inspection, tap Edit Payment to fix a payment you recorded, for example the wrong type or date. Edit Payment Details replaces everything recorded so far with the total you enter. It isn’t added to it. Edit Payment Details for 1420 Maple Avenue, Springfield, IL 62704: Total amount paid $650 with the note Replaces the $650.00 recorded so far. It isn't added to it., Payment type Check selected, Payment date Tue, Oct 20, 2026, Internal notes, and an Update Payment button Change what you need and tap Update Payment. Some payments can only be changed on the dashboard. The app then says “This payment can’t be edited in the app” and why:
  • it was paid online by card through Stripe (use Refund Payment on the dashboard to give money back);
  • it has a refund on it;
  • part of it was paid by another contact (a split payment).

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What you do on the dashboard

Refunds, clearing a payment, requesting the balance by email and splitting the bill with an agent are on the dashboard’s Fees and Payments card. See Fees and payments, Refund an inspection and Split payment.

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Common questions

It opens only on a Confirmed inspection with a price above $0. Others read **Not Available**, and a $0 inspection reads N/A.
Tap Record Payment, tap Use to fill in the balance, pick Check, add the check number in Internal notes and tap Record Payment.
No. Refunds are on the dashboard. See Refund an inspection.

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Where to go next

Last modified on October 25, 2026