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 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...

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 arti...

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 minimize...

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 s...

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 servi...

General FAQs Who do I contact for help? Email support@serviceminder.com . One team handles it all. What are the fees and rates for serviceminder|pay? serviceminder|pay uses transparent, flat-rate pricing. Credit card transactions cost ...

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...

You have multiple options when it comes to how and when you link your bank account to receive your payouts. Linking Your Bank Account: Application Submission Log into the Merchant Portal. Once signed in, navigate to Settings > Bank Accoun...