Once a job is complete and your customer is ready to pay, LawnPro makes it easy to record and track payments. You can accept cash, check, or credit card payments and LawnPro will automatically update the customer’s balance so you always know who owes you money.
How to Get to the Add Payment Page
You can get to the add payment page several different ways.
The first way is to go to the Finance Tab> Payments.
Once on payment page, click the green “Add Payment” button.
Another way is to go to the Finance Tab>Invoice page.
Locate the invoice and click the “$” button.
You can also get to the add payment page by going to the Customer Tab> Customers.
Find the customer you want to add the payment for and click the “$” button. Then choose “add payment“
You can also add a payment from the customer’s profile by clicking the pencil button.
At the top you will see a green “create new” button. Click that and select “payment“
Once you are on the Add a Payment page, select the customer you’re entering the payment for.
Add New Payment Page
Once you are on the Add New Payment page, you will select the customer you want to add the payment for (The customer might already be selected depending on how you got to the add new payment page.)
Your active customers should show first and then you will see your inactive customers with (inactive) beside their name.
Choose where you want this payment to go.
If the customer has an unpaid invoice it will show in the “Apply To” drop down.
If they don’t, you will only see “Add as a Customer Credit“
In this example I am selecting an invoice for this customer.
If the date of this payment is different than the current date, click on the date to change it.
Enter the amount of the payment or check the box if the payment is in full.
If the customer left a tip, you can enter it in the “tip” field.
Choose the payment method
Note: If trying to charge your customer’s card on file, just choosing “Credit Card” in this drop does not charge the card.
Click here to learn how to charge a card on file.
There is a blue “Add a Credit Card” button at the bottom if you would like to add the customer’s card on file at this point.
Last, you can add any notes related to this payment.
When all fields are selected and filled out, click the green “Add Payment” button.
Because the payment amount could be higher than the invoice you selected and the additional amount would go to the customer’s credits, a pop up will appear and ask if you want customer credits to be automatically applied to any other outstanding or future invoices.
You will then be taken to the payment receipt where you can download/print a pdf or email the receipt.
Click here to learn how to set up an automation that will automatically send your customer a payment receipt when a payment is entered.
