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 process ...

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 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 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.  If you use an external ...

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 by ...

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 Here you may learn how to charge a customer a finance charge and/or credit card surcharge (credit card convenience fee) on an invoice. Before you set up a Credit Card Surcharge in our system, please review your state's surch...

Overview In this section we will walk you through how to create and add a discount and/or markup to your proposal or invoice. Video Tutorial CLICK HERE to watch a video about creating discounts and markups. Create a Discount or Markup You...

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 service...

What is a chargeback? When a customer is reimbursed for a debit or credit card charge after successfully disputing it with their bank, rather than the business that charged them.   Who initiates the chargeback? The chargeback proces...