How to Log Payments in Supahandi

Tracking customer payments is essential for maintaining accurate financial records and understanding your business revenue. Supahandi provides comprehensive payment tracking functionality designed specifically for handyman professionals, supporting both regular payments and refunds with extensive payment method options.

Getting Started with Payment Logging

Dashboard Overview

Your home dashboard provides a comprehensive view of your business finances with easy access to payment creation:

Financial Metrics Display

• Total Revenue: Real-time display of all payments with color-coded amounts (green for payments)
• Net Profit: Calculated as revenue minus expenses with dynamic color coding
• Profit Margin: Percentage-based profit calculation
• Future Revenue: Projected income from active projects

Quick Access Cards

The dashboard features four main stat cards with direct action buttons:

• Payments Card: Shows total payment count with "New" button linking to payment creation
• Expenses Card: Displays expense count with quick expense creation
• Projects Card: Project count with quick project creation
• Customers Card: Customer count with new customer creation

Four Ways to Create Payments

1. Dashboard Quick Access

• Location: Dashboard
• Method: Click the "New" button on the Payments stat card
• Best for: Quick payment logging while reviewing your dashboard

Features:

• One-click access to payment creation
• Maintains dashboard context
• Direct navigation to payment form

2. Main Payments Page

• Location: Payments section (click "Payments" in the main navigation)
• Method: Click "New Payment" button in the top-right corner
• Best for: Dedicated payment management and review

Features:

• Dedicated payments management page
• Access to payment list and filters
• Clean, focused interface for payment management

3. Project-Specific Payment Creation

• Location: Individual project pages (click "Projects" in the main navigation, then select a project)
• Method: Use the "Quick Actions" section on the project page
• Best for: Logging payments for specific projects

Features:

• Pre-populated project association
• Contextual payment creation
• Return navigation to project page

4. Mobile PWA Access

• Location: Any page when using mobile device
• Method: Access via PWA installation
• Best for: Field work and on-the-go payment logging

Features:

• Native app-like experience
• Touch-optimized interface
• Offline capability
• Install prompt appears after engagement (3+ page views or 30+ seconds)

Three Payment Creation Methods

Method 1: Standard Payment Entry

Best for: Regular customer payments, project milestone payments, completed work payments

Step-by-Step Process:

1. Access Creation Form - Click "New" on the Payments card or go to Payments section. The system automatically detects mobile devices and optimizes the interface.

2. Select Project - Choose from active projects only. The dropdown shows customer names with each project and only displays currently active projects. If accessed from a project page, the project will be pre-selected.

3. Enter Payment Details - Fill in the required information:

   • Amount: Enter payment amount (positive for payments, negative for refunds)
   • Date Received: Select payment date (defaults to today)
   • Payment Method: Choose from comprehensive list of methods
   • Notes: Add additional details or context (optional)

4. Submit Payment - Review all entered information, then click "Create Payment" to save. The system will validate all required fields and project association.

Payment Method Options:

• Cash: Traditional cash payments
• Card (Credit/Debit): Credit and debit card transactions
• Check: Paper check payments
• Bank Transfer: Direct bank transfers
• Digital Wallets: Zelle, Venmo, Cash App, PayPal
• Mobile Payments: Apple Pay, Google Pay, Samsung Pay
• Banking: ACH (Direct Deposit), Wire Transfer
• Other Methods: Money Order, Cryptocurrency, Other

Method 2: Refund Processing

Best for: Customer refunds, project cancellations, overpayments

Step-by-Step Process:

1. Access Creation Form - Click "New" on the Payments card or go to Payments section, then toggle "Refund" mode in the form.

2. Enter Refund Details - Fill in the refund information:

   • Amount: Enter positive amount (system automatically makes it negative)
   • Project: Select the project being refunded
   • Date: Date refund was processed
   • Method: How refund was processed
   • Notes: Reason for refund (recommended)

3. Submit Refund - The system automatically converts the amount to negative, the refund appears in the payment list with red color coding, and it affects project totals and financial metrics.

Refund Features:

• Automatic Amount Conversion: Positive input becomes negative value
• Visual Distinction: Red color coding for refunds in lists
• Project Impact: Properly affects project payment totals
• Financial Tracking: Included in revenue calculations

Method 3: Quick Payment Entry

Best for: Fast payment logging, mobile use, field work

Process:

1. Minimal Form: Only essential fields required
2. Smart Defaults: Pre-filled with common values
3. Quick Selection: Dropdown menus for fast selection
4. Instant Save: One-click submission
5. Auto-Navigation: Returns to previous page or payment list

Working with Projects

Linking Payments to Projects

When creating a payment, you'll need to select which project it belongs to:

1. Choose from Active Projects: Only currently active projects will appear in the dropdown
2. See Customer Names: Each project shows the associated customer name for easy identification
3. Automatic Tracking: Once linked, the payment automatically updates your project's revenue totals

Payment Methods Available

Supahandi supports many different payment methods:

• Cash: Traditional cash payments
• Cards: Credit and debit card transactions
• Check: Paper check payments
• Bank Transfer: Direct bank transfers
• Digital Wallets: Zelle, Venmo, Cash App, PayPal
• Mobile Payments: Apple Pay, Google Pay, Samsung Pay
• Banking: ACH (Direct Deposit), Wire Transfer
• Other: Money Order, Cryptocurrency, Custom methods

Using the Payment Form

Required Fields

When creating a payment, you must fill in:

1. Project: Select which project this payment is for
2. Amount: Enter the payment amount
3. Date: Choose when you received the payment
4. Payment Method: Select how the customer paid

Optional Fields

You can also add:

• Notes: Additional details about the payment
• Refund Toggle: Switch to refund mode if processing a refund

Viewing Your Payments

Payment List

Your payments are displayed in a list showing:

• Project and Customer: Which project and customer the payment is for
• Amount: Payment amount in green, refunds in red
• Payment Method: How the customer paid
• Date: When you received the payment

Finding Specific Payments

You can filter your payments by:

• Date Range: View payments from specific time periods
• Project: See all payments for a particular project
• Search: Look for payments by customer name or notes

Best Practices

For Field Work

1. Use Mobile PWA: Install app for offline access
2. Quick Entry: Use minimal form for fast logging
3. Project Association: Always link to correct project
4. Method Accuracy: Select correct payment method
5. Regular Sync: Ensure data syncs when online

For Office Work

1. Detailed Notes: Add context for payment tracking
2. Accurate Dates: Use actual payment dates
3. Method Tracking: Record exact payment method used
4. Regular Review: Check payment list for accuracy
5. Export Data: Use for tax preparation and reporting

For Mixed Workflows

1. Consistent Method: Use same payment methods consistently
2. Project Tracking: Always associate with relevant projects
3. Refund Handling: Process refunds promptly and accurately
4. Documentation: Add notes for complex payment situations
5. Regular Audits: Review payments weekly for accuracy

Troubleshooting

Common Issues:

Payment Not Saving:

• Check all required fields are filled
• Verify project is selected
• Ensure internet connection
• Try refreshing the page

Project Not Showing:

• Verify project is active
• Check if project was recently created
• Refresh the page to update project list

Mobile App Issues:

• Clear browser cache
• Reinstall PWA if needed
• Check for app updates
• Ensure service worker is enabled

Refund Processing:

• Verify amount is entered as positive number
• Check that project is correctly selected
• Ensure refund reason is documented

Getting Help

If you need assistance with payment logging:

• Contact Support: Use the help center contact form
• Video Tutorials: Check our video library for visual guides
• Community Forum: Ask questions in our user community
• Live Chat: Get instant help during business hours

Ready to start tracking your payments more efficiently? Try Supahandi's comprehensive payment logging system today and see how it can improve your revenue tracking and financial management.