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How do I create a new payment method?

As an admin, navigate to Settings-->Invoices-->Payment Types:

 

 

Tap the blue plus button on the top right to add a new method. Simply enter the name.

**Note: this could be Square, Clover, etc

When this is done and you tap the Save button, this will be available as an option for your technicians to choose. 

 

In the app:

The below is what technicians will see when they select the third party options:

 

 

They are able to select the approval date and amount. If there is a reference number from the 3rd party app, they can enter it here as well. They can also add a customer signature showing the customer has paid their bill.


If you require further assistance, please reach out to the Support Team using any of our channels - 

Phone: 800-566-6940

Chat with us!

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