Name: Module 15.4 Automatic payments on the customer finance tab
SKU: Squeegee
Rating: 4.7 (81 reviews)

Squeegee®

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**MODULE 15 - PAYMENTS**

**15.4: Automatic payments on customer finance tab**

**Manual charges on customers**
If you have a customer who has an automatic payment set who is owing, then you’ll be able to quickly find them in the owing tab, and if you search by ‘gocardless’ or ‘stripe’, you can whittle down the list to find just these customers. 

Once you’ve found the customer from this view, the payment dialog opens straight away and you can charge for the outstanding balance by pressing ‘charge’ on the payment form rather than ‘record’ and the automated payment options come up. 

**Viewing the customer finance tab**
If you go to the finance tab on the customer you can see the transaction history with payments against invoices. 

If you’ve made a payment in error you have a window of time to be able to cancel that transaction (IN GOCARDLESS, NOT STRIPE) just go into the payment and press cancel. You’ll then see an alert come up to show the cancelled and failed payment. If this was a genuine fail due to insufficient funds etc you’d be able to retry the charge here.


By the end of this module, you'll be able to charge customers manually using GoCardless and Stripe. 

By the end of this module, you'll be able to mark invoices as paid from the appointment on the planner including the fastest option if payment is collected at the time of completing the job, the 'done and paid' option. 

Module 15.1 Recording payments

By the end of this module, you'll be able to connect Stripe and / or GoCardless and know how to sync and link customers and payments. 

Module 15.2 Automatic payments

By the end of this module, you'll know how to invite customers to sign up to an automated payment method. 

Module 15.3 Inviting customers to sign up to auto-payments

Module 15.4 Automatic payments on the customer finance tab

By the end of this module, you'll know where to link your bank up using TrueLayer and how to reconcile transactions by matching to invoices and customers in Squeegee. 

Module 15.5 Bank Reconciliation UPDATED

By the end of this module, you'll be able to detach records in bank reconciliation for re-matching or ignoring. 

Module 15.6 Detaching a record in bank reconciliation

By the end of this module you'll be able to record credit notes, write off debts, record tips and refunds from the payment dialog on the customer. 

Module 15.7 Credit notes, write offs and tips

15 Payments

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Module 15.4 Automatic payments on the customer finance tab

By the end of this module, you'll be able to charge customers manually using GoCardless and Stripe.

Module 15.5 Bank Reconciliation UPDATED - 4 mins

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