Payments & refunds

Connect payment accounts, collect payments and handle refunds or credit.

17 articles

• Applying and Returning a Customer Credit Balance →Once a customer holds credit with you, you decide what happens to it. You can put it against an invoice the customer owes, or, for money they paid in, record that you returned it. Nothing happens…
• Browse All Payments →This capability opens the provider-wide payment history, so an owner or office user can review every payment across the business instead of one invoice at a time. It is the Payments entry under Money…
• Collecting and Tracking Payments →Payment collection is how a provider gets paid for an invoice and keeps track of what has been paid. The provider connects their own payment account, so card payments go to that account and the…
• Connect Your Payment Account →Connecting a payment account is what allows customers to pay invoices online. The page for it is the Customer Payments card in Settings, which opens Payment Setup. For a processor you have not…
• Connecting Your Payment Account →Before customers can pay online or you can take a card payment, you connect a payment account that you own. ServiceVisit lists each payment processor it supports as a card on the Payment Setup page…
• How a Customer Credit Balance Arises →A customer credit balance is money or value you are holding for a customer that they have not yet used. It is kept per customer, as a running record in which every addition and every use is its own…
• Record a Manual Payment →Not every customer pays through the platform. Recording a manual payment books money you received some other way against an invoice. On the invoice, choose Mark as Paid, which opens the Record Payment…
• Refund or Credit a Customer →This capability covers giving money back or crediting a customer. A completed payment can be refunded in full or in part. Several partial refunds are allowed as long as the total of the non-failed…
• Refunds, Credits and Write-Offs →Giving money back or reducing a balance is done in four separate ways, and the product keeps them apart because each affects your books differently. A refund returns money already taken. An invoice…
• Saving and Managing a Customer's Card on File →A card on file lets you charge a customer later without asking for their card again. You add it from the customer's record, entering the card in your payment processor's secure form, and you confirm…
• Take a Payment on an Invoice →Processing a payment collects money on an invoice through your active payment connection. The main route is a payment link: in Request Payment by Link on the invoice, choose Create payment link and…
• Taking and Recording Payments on an Invoice →An invoice can be paid in three ways from its page: you send the customer a payment link, you take a card yourself while the customer is with you, or you record a payment that was made outside…
• Understanding Your Credit Balance →Credit is money that a service provider is holding for you. It might be a deposit you paid ahead of work, a payment that was more than you owed, or an amount your provider added to your account. This…
• Using a Saved Card for Automatic Payments →A saved card can pay for an installment plan or a recurring invoice automatically on each due date. Each time you switch this on, you confirm that the customer authorized that specific arrangement…
• View Payments →Viewing payments shows what was paid toward a particular invoice (the Payment History on the invoice) and the details of an individual payment, so you can confirm that money arrived and check its…
• Viewing and Paying an Invoice Online →When a service business sends you an invoice, you can read it, download a copy and pay it by card from your account. You can pay only if the business has set up online payments. This guide covers…
• Your Saved Cards With a Provider →A provider you work with can keep a card of yours on file so they can charge it later for amounts you separately authorize, such as the payments on a payment plan. You can always see which cards a…