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Help Center

Guides and answers for using ClientPilot.

Confirming a payment

Mark a client payment as received to move the job forward.

  1. 1Open the request after the client has accepted the quote.
  2. 2Once you have received payment, click Confirm Payment.
  3. 3The status moves to scheduled and the client sees Paid.

Tip: Only confirm once the money has actually arrived — this is your record that the job is paid.

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