Payments

If you receive a payment for an invoice, you can add payments from the Purple Go App. To do so:

Go to the home screen
Go to orders, select the order
From the order summary page, tap on Add Payment button.

Type in the required fields:
Payment amount, payment date, and optionally, enter the payment method as credit card, cash, check, and enter payment notes.

Once you're done adding a payment, the order summary will update with the payment received and total due. All the payment history will be visible from the order summary page. To view any payment, tap on the payment in the payment history section.

Outstanding Balance

To view an outstanding balance on an invoice, you can go to the orders screen. In the order summary list, each order will have an order total and balance. If an invoice is paid in full, the order balance will be $0.00.

To view the details of the order total, payment received and total due you can tap on the individual order and see the order summary page. Order summary will show the payment(s) received and total due.

Print and Email Invoices

You can print or share invoices for the entire order or individual items. To print or share an invoice do the following the steps below:

Go to the home screen
Go to orders, select the order

On the order summary column on the right side tap on "…" button
Tap on Print summary invoice

To share, use the 2-finger gesture zoom into the invoice. Tap on “share” icon on the upper right. You can email, message, copy or save the invoice.

To print, tap on the print button button.

For an summary invoice on an order, you can email:

On the order summary column on the right side tap on "…" button
Tap on Email summary invoice. This will automatically send an email to the patient's email address on file a copy of their invoice.

For an individual item, in an order:

On the order item tap on "…" button
Tap on Print invoice

Return item

Go to the home screen
Go to orders
Locate the original transaction by entering customer name or order number
Tap on the "..." button on the individual item to return the item

Enter in the reason for return. Tap next.

You can either enter a refund payment now or later. The order summary will automatically update with the new total indicating that item has been returned. If there’s a negative amount for total due, that means that there are payments that need to be refunded to the customer.

Refund payment

Go to the home screen
Go to orders
Locate the original transaction by entering customer name or order number
Tap on the "…" in the order summary.
Select Refund Payment

Type in the required fields:
Refund amount, refund date, and optionally, enter the refund method as credit card, cash, check, and enter refund notes.
Refund payment will be listed at the bottom of the payment history.

Void payment

You can void a payment on an order if it was added by mistake or you want to add a new payment method.

Go to the home screen
Go to orders
Locate the original transaction by entering customer name or order number
From the order summary, locate the payment in payment history
Tap on payment and tap Void

Add Adjustments

Add charge

You can now add a charge to the order after it's been purchased. For example, you may want to add a shipping fee or expedited fee after a customer has purchased an order. The charge will be added after the subtotal section. To do so, do the following: