Invoicing, Payments and Refunds – App

Invoicing, payments and refunds

       
View your invoices
You can view a list of all of your invoices anytime. To do this, follow the below steps:
1. Go to the main menu
2. Click on Invoices
3. Select the type of invoice you wish to view
4. Click on an invoice to view it in more detail

 

Collect payment from a customer
If your company requires you to take payment when the job is complete, you can do so by following the below steps:
1. Go to the booking
2. Click on the Billing tab
3. Scroll to the bottom of the page and click TAKE PAYMENT

 

Send invoice to a customer
When a job is complete, emailing the invoice to the customer is easy. Simply, follow the below steps:
1. Go to the booking
2. Click on the Billing tab
3. Click Email Invoice

 

Collect customers signature
When a job is complete, you must collect a signature from the customer to confirm that the job has been completed successfully. To do this
1. Go to the booking
2. Click on the customer’s name
3. Click on the Signature’ icon
4. Ask the customer to sign
5. Press Save
    

 

View refund reports
Your refund reports show all of the refunds that you have issued to customers. You can view all refunds at any time. To do this:
1. Go to the main menu
2. Click Invoices
3. Click Refunds, this will show a list of refunds
4. Click on a refund to view it in more detail.

 

 

How to process a refund
To refund a customer you must send through a refund request to the office. Once the office receives a refund request we will review and approve it, once it has been approved you can send the refund to the customer. To send a refund request:
1. Go to the booking
2. Click on the Billing tab
3. Scroll to the bottom of the page and click ADD REFUND
4. Select the appropriate refund payment method
5. Fill out all details, ensuring you add a reason for the refund in the comment section
6. Click REFUND
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