Introduction This article describes how a technician can record a customer payment. Basic requirements Before a technician can record a payment, several steps need to happen first. These steps are: assign a job, create an estimate, and convert a quote into a sale. Those tasks are described in different articles. For more information, see: Assigning […]
Introduction This article shows you how to create a payment using Stripe. To process Stripe payments, you must first integrate your Stripe account with your Skeduler account. For more information, see: Integrate Stripe Software 1 Opening the Job Card page The first step is to locate a job card. Scroll up to the top of […]
Introduction This article shows you how to find and review payments. You also learn how to use filters to narrow the search of payments. 1 Opening the Payments page The first step is to locate the Payments page. Scroll up to the top of the page and locate the main menu bar. Click Accounts. A […]
Introduction This article shows you how to provide customers with a refund. Many types of refund are possible. These include cash, cheque, and credit card refunds. Creating a refund is a two-step process: create a credit note create a refund record Issuing a refund is different from providing a customer with a credit. For more […]
Introduction This article shows you how to create a credit note on a Job Card. You also learn how to apply that money against a customer’s outstanding balance. Assigning credit to a customer’s balance due is a two-step process: create a credit note allocate credit Allocating a credit is different from a refund. For more […]
Introduction This article shows you how to record a customer payment on the Job card page. Before recording a customer payment, you first need to create a job, submit an estimate, and convert an estimate into an invoice. That work is described in other articles. For more information, see: Booking a New Job Creating an […]