Load a Payment to the Quote
Last updated 22/Aug/2025, JW
This function is an essential part of managing bookings in DASH, helping both agents and customers stay aligned on payment status.
This article will guide you through adding a payment to an existing quote in DASH.
- Select the Quote and Open the Payment Form
From the Customer page, locate the quote you wish to add a payment to.
Click on the Take/Load Payment button.
- Enter Payment Details
A Take Quote Payment modal will appear.
- Fill in the required fields such as Amount and customer details.
- You can click Copy from customer to automatically populate the customer’s saved information.
- Ensure all mandatory fields (marked with an asterisk *) are completed.
| Field | Description | Example |
|---|---|---|
| Amt (£) | Amount to charge for the quote payment. | 100.00 |
| Payment Method | Select how the customer is paying. | Card Payment / BACS / Cash |
| Date | Payment date (defaults to today). | 15/Aug/2025 |
| Name on Card / Payee | Cardholder or payer’s full name. | Jane Doe |
| Search address | Optional lookup to auto‑fill address fields. | "10 Downing St" |
| Address Line 1 | Primary street address. | 221B Baker Street |
| Address Line 2 | Apartment, suite, or building (optional). | Flat 3 |
| City | Town/City of the payer. | London |
| County / State | County/State or region (if applicable). | Greater London |
| Post Code | Postal/ZIP code. | SW1A 2AA |
| E‑mail Address | Receipt will be sent to this address. | jane.doe@example.com |
| Copy from customer | Button that pulls saved customer details into the form. | Use to auto‑fill name/address |
| Add address to customer | Tick to save this address to the customer record. | ☑ |
- Save the Payment
Once all details are filled in, click the Take Payment to record the payment in the system.
