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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 ...
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Overview CompanyCam is an app that lets you take pictures and video and group them together in Projects. By integrating service minder with CompanyCam, you can seamlessly sync photos to appointments in our system. Once you've connected your acc...
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Last Updated: 04/17/2025
in Services and Parts Services
Overview If you have services that are delivered over a series of appointments, you may have what we call Subscription Style Services Subscription-style services are used for cases where you want to schedule a fixed length service where the appo...
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Last Updated: 12/23/2024
in Operations and Reports Reports
Overview Organizations may take advantage of our add-on feature, "Report Subscriptions" to save time and effort on a weekly or monthly basis. This features is available in MarketPlace (or perhaps is already available to an organization by the...
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Overview If you have a payment processor connected in your service minder account, you can take deposits on your proposals and appointments.
This article will review:
Settings and Navigation
Where Do Deposits Go?
Moving ...
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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...
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Last Updated: 11/08/2024
in Operations and Reports API
Downloads The Data Subscriber endpoints support creating requests for data downloads and also polling for status and fetching the results. All of the formats of the downloads as well as filtering parameters match those found on the web under Dash...
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Overview Invoice Terms are flexible. An organization will need to set their "default" terms in Control Panel>Invoices. But, a user is also able to create several different Terms so, for instance, a specific Contact may have different due date ter...
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Overview
Recurring Appointments is a scheduling option which allows you to create appointments that are set to occur on a regular basis. If you need to revisit a customer every two weeks on Wednesday at 9:00 am, this would be the way to...
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Overview Triggers are the "When" and Actions are the "What" . So you are telling service minder to look for something to happen and then do set into motion which actions. There are similarities between what you can do for both triggers and ...
