Name: Module 15.3 Inviting customers to sign up to auto-payments
SKU: Squeegee
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Squeegee®

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**MODULE 15 - PAYMENTS**

**15.3: Inviting customers to sign up to auto-payments**

Once the setup for automatic payment methods has been completed, you can then invite customers. 

If you’ve enabled both GoCardless and Stripe, then both of these options will appear on the invitation, so if you’d like to hide one of these, you can do this from settings > notifications & messages and selecting the ‘hide stripe’ or hide GoCardless from invitations’ options. 

Once you’re set, you can invite customers by going to the customer view > automated payment method, where you can preview the invitation and send. 



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

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

Module 15.4 Automatic payments on the customer finance tab

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 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 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

Module 15.3 Inviting customers to sign up to auto-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 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

15 Payments

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Module 15.3 Inviting customers to sign up to auto-payments

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

Module 15.2 Automatic payments - 4 mins

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