Refunding a Card Payment
How to refund all or part of a card payment from its transaction popup, what shows in Transactions while the refund goes through, and how disputes are recorded.
Read articleCard Payments help
Help for Card Payments in Work Planner.
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Saved Cards
How customers save a card with Stripe, Square or PayPal, or their PayPal account, for future payments, sending them a card set-up link, where saved cards show on the customer screen, and charging one from Debts, the Complete Job popup, the worksheet or an automation.
Read articleCard Payment Page
What your customer sees when they open a card payment link: the amount to pay, paying by card or PayPal, saving their card, and the messages shown once a link is paid, can't be used or can't be found.
Read articleSending a Card Payment Link
Send a customer a secure link to pay what they owe by card or PayPal, change or cancel it, ask them to save a card, and add Pay now links and QR codes to invoices.
Read articleTaking a Card Payment on Your Phone
How to take a card payment with Tap to Pay on iPhone or Android, or a card reader, from Debts, the Complete Job popup or a worksheet, and what Work Planner records while the provider confirms it.
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