Categorías: Todo - balance - payment - invoice - email

por Cammen Chan hace 7 meses

77

Card payment option

The text provides detailed instructions for handling different payment scenarios, including cash, check, and card payments. It outlines the steps to take when a payment is received or not received, and specifies when to send thank you emails and invoices.

Card payment option

Cash/check payment options

Payment NOT received

Job review page, payment drop down, change to Payment received, update job
Job closed

Payment received

Card payment option

Card declined

Job review page, 2nd attempt, click charge card button again
card no good again

NO thank you email. Only send invoice email with balance and pay now button

card good

NO thank you email or invoice email

Client has no card no file

After complete, approved. Card option selected. Generate invoice

Includes Pay Now button

pdf attached with balance in thank you email

Card good

Send Thank you email.
pdf attached with zero balance
NO Pay Now button
No auto invoice email
Customers can send invoice manually any time by clicking Send invoice button

pdf attached, zero balance