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