Payments

There are two places you can add, edit or delete a customer’s credit card and save it. The first is...

On the left menu, click “Customers”, then click “Charge Cards On File”. On the Charge Credit Cards On File screen...

Once your customer’s have credit cards on file and have given you permission to auto-charge their cards, you can set...

To add a credit to a customer’s account click the “Finances” tab and click “Payments” Click the green “Add payment”...

To apply a customer’s credit towards an invoice click the “Finance” tab and click “payments“   Next, click the green...