Introduction Payment reports provide managers with vital business information. By the end of this article, you’ll learn how to: create a Payment report sort data by category view chart data download job data 1 Opening the reports page Scroll up to the top of the page and locate the main menu bar. Click Reports. The […]
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 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 […]
Introduction This article shows you how to find Job Cards. Job Cards are an important business tool. They help business managers track workflow and customer data like quotes, invoices, payments, and site visits. 1 Locating job cards You can find and open job cards from the Accounts menu tab. Scroll up to the top of […]