-
Overview Credit Memos and W rite Offs are similar in that they are both invoices with a negative balance that can be used to pay off a contact's remaining balance. The difference is that a credit memo is a credit that the contact can use to t...
-
Overview
Automatic payments are a convenient way to streamline billing by securely charging a customer's saved payment method on a set schedule or upon completion of a service. This helps businesses get paid faster, reduce manual work, and mi...
-
Overview
This article will review:
Settings and Navigation
Adding Payment Methods
Setting Up Payment Plans
Recurring Billing
Payment Reporting
FAQs
What's the difference between Payment Plans and...
-
Overview If this is your first time onboarding a brand with service minder , we understand that it can get a little confusing about what the divvying up of responsibilities may look like between your team and ours. We understand that your FBCs/F...
-
Created On: 07/03/2024
in Getting Started Navigation Overview In service minder , a Grid refers to an interactive list or spreadsheet. These are pages that can contain vast amounts of data but deliver it in ways that make it easy to search, filter, and perform an action such as ...
-
Overview You can set up Terms & Conditions as well as Above the Fold text that will appear on the web view of your proposals. This allows you to customize your messaging as well as supply pertinent terms for the customers' approval. These fi...
-
Created On: 07/02/2024
in Getting Started Overview If you need to ask a question or encounter an obstacle, you have two options: Go to your Brand Admin Send a Support ticket As a company, service minder is not set up to be full-time phone support. We rely on tickets to record convers...
-
Overview On this page we show some of the most commonly asked questions, QuickBooks Online Errors, and information on how to fix the issue to Retry the sync of the invoice or payment. Because QBO is very protective over the date in their system ...
-
Overview There are not many settings attached to QuickBooks Online; however, we receive many questions about it. It is incredibly important to set up your QBO sync to service minder in the right way for your business and your accounting. It will...
-
Overview Proposal Options gives you the ability to group detail lines together to give the contact options they can select. Detail Lines are grouped together with the same Option Name. As you add additional lines, you can start typing an option n...
