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AroFlo allows your clients to pay on the spot using a range of payment options, including online payment gateways which your Site Administrator can set up. When AroFlo is connected to a payment gateway, it effectively turns any mobile device into a fast, secure, and convenient card processor. 

For your regular clients, AroFlo lets you store payment types, saving both you and your clients time with each payment they make.

Field invoicing

Invoicing in AroFlo Field is an optional feature that requires additional permissions to be enabled for individual users. Contact your Site Administrator for assistance.

Add a payment

  1. From an invoice, tap the Payments tab
  2. Tap Add/View Payments  to open the Invoice Payments screen

  3. Tap  (green plus button) to open the Add Payments screen
  4. Select a Payment Method:

    Payment methods and surcharges are predefined in Site Admin. Please contact your Site Administrator for assistance. For more information, see Payment Methods and Surcharges.

  5. Adjust the auto-filled Amount (current balance due) if required.

  6. Enter a Reference and Notes (optional).

    • Reference could be something like a transaction ID, e.g. from an EFTPOS machine or POS
    • Notes are any internal notes about the payment, e.g. 'part payment', '10% deposit', or 'paid over the phone'.
  7. Tap Save.

Tap Details to view further breakdowns of the total.

View and Edit payment details

All payments recorded against the invoice are listed on the Invoice Payments screen.

To view payment details, tap the (pencil icon) beside the payment you want to view.

To edit payment details:

  1. Tap the (pencil icon) beside the payment you want to edit
  2. Change the payment status to In Progress or Pending Approval
  3. Save 
  4. Tap the (pencil icon) again
  5. Make your changes
  6. Change the payment status back to Approved
  7. Save.

Delete a Payment

If you need to delete a payment record, e.g. if a payment has been created in error:

  1. Tap the (pencil icon) beside the payment you want to delete
  2. Change the payment status to In Progress or Pending Approval
  3. Save 
  4. Tap the (pencil icon) again
  5. Tap Delete and confirm deletion.

Credit Card payments

You will not be able to delete credit card payments which have been processed through a payment gateway.

View payment gateway receipt

When a credit card transaction has been processed, you will see 'Successful Purchase' at the top of the screen. Failed transactions will show 'Unable to process the purchase transaction' and you will need to correct the details before trying again.

Failed transactions

Filed transactions will also display with an alert icon  on the payments list, indicating the payment requires further action.

To view the payment gateway receipt, tap the (pencil icon) on the payment record.

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