Payments

Overview Please note that electronic check works the same way that a paper check does. Once you deposit a check, the bank will not know if those funds are available for several days. Merchant processor s can take different timeframes to proces...

Overview Managing how and when your customers pay is a crucial part of running a smooth operation in serviceminder. This article provides an overview of the different tools available to help you streamline payments, including Payment Methods, Pay...

Overview In service minder , both Credit Memos and Write Offs allow you to reduce or clear a contact’s outstanding balance. While they may seem similar, they serve different purposes: Credit Memos are used to apply a credit...

Overview In this article, we walk you through how to investigate payment declines and process refunds. There are two ways to refund: either a payment or a deposit. Payments are on invoices while deposits are on proposals.  This ar...

Overview This section discusses additional ways of paying multiple invoices for larger commercial clients. However, these are options that are possible to do for residential, single customers as well. Typically, these are only really utilized...

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 mini...

Overview This article explains how to charge a customer a finance charge and/or a credit card surcharge (also called a credit card convenience fee) on an invoice. Finance Charge – A percentage-based fee added to an invoice when a custom...

Overview Discounts and markups allow you to adjust the pricing of items on your proposals or invoices, giving you flexibility to reward customers, account for special circumstances, or adjust for costs. In this section, we’ll guide you st...

Overview Did you know the average franchisee pays around 3.5% in payment processing fees, which can limit growth potential? That’s why we’re offering a solution to help our clients eliminate these high fees— serviceminder|pay . With s...

Overview Accepting payments in service minder is streamlined and flexible, supporting a variety of payment methods and gateways to help businesses get paid quickly and efficiently. This article provides a brief overview of how payments are...