Charging customers is easy! You can do it manually or automatically.
- Charging customers automatically (includes reminder automation)
- Charging customers manually
Manually charging customers
- From the Customer page view select the Job which you want to charge for
- In the Job details page click into the Job status drop down menu and select the correct Job statuses - as the job progresses through completion.
- Once ready to charge select 'Completed' from the Job status menu
- Then click on the 'Charge' button in the top right corner
- Once the Job is charged the Job status will be set to 'Paid'
- 'Paid' jobs are locked and cannot be edited
Need help figuring out how to 'Complete' a job? Send us an email at email@example.com