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 article: Refunding a Card PaymentCard 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 Who owes you, the Complete Job popup, the worksheet or an automation.
Read article: Saved CardsCard 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 article: Card Payment PageSending a Card Payment Link
Send a customer a secure link to pay what they owe by card or PayPal, for one job or all of them, change or cancel it, ask them to save a card, and add Pay now links and QR codes to invoices.
Read article: Sending a Card Payment LinkTaking 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 Who owes you, the Complete Job popup or a worksheet, and what Work Planner records while the provider confirms it.
Read article: Taking a Card Payment on Your Phone