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Procedure - Credit Card Payment

ServiceMonster gives us the option to accept credit card payments via manual entry.

When a client calls to pay their bill via credit card we can easily do so by following these steps:

• Go to the work order the client would like to pay
• Select "New Payment" at the top
• Select Run Credit Card
• Fill out necessary card information (be sure to confirm address on card matches address on file)
• Click run charge (verify the amount with client before running)
• Click yes to confirm

If the client would like to enter the information themselves, you can easily email them an invoice

• Go to the work order the client would like to pay
• Select “Email” at the top
• Select Email Template “Thank You - Invoice (Unpaid)”
• Verify the client’s email address
• Click send
• The client can now enter their card information by using the link in the email