Payments

How to Invoice, Charge Jobs, Process Payments, Make Notes, and Process Deposits.

Articles in this section

How to check and confirm Auto-Charge for Future Jobs
How to Resend an Invoice in TCS
How to Edit the Line Item in Invoices (Addresses, Property names, etc)
How to Print or Email a PDF copy of an Invoice
How to Create an Invoice for Future Cleanings (Net 15 / Net 30)
How to Fix a "Payment Method Error"
How to save a New Card to Future Jobs from a Paid Invoice
How to Select a Card for a Job or Subscription
How to Send an Invoice
How to Manually Charge Customer in Stripe
How to link an existing Stripe card in Payment Method
How to Update or Add a Payment Method (Card) to an Active Job or Subscription
How to Add a New Payment Method (Card) on File
How to use Filters on Payments Page and Types of Payment Status
How to Change Payment Status when Paid by Check, or Third Party Payment Methods
How to Charge Job after Payment Failed
Prepayments for Holiday Cleanings
How to Process and Charge Deposits