Name: Module 15.2 Automatic payments
SKU: Squeegee
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**MODULE 15 - PAYMENTS**

**15.2: Automatic Payments**

For automatic payments, the business admin or owner needs to have set up either Stripe for card payments, GoCardless for direct debit mandates, or both. 

To start, you either need to connect or set up the accounts - to do this go to:
settings > invoices and payments and connected accounts. The setup is straightforward and by pressing on the connect option, you’ll be taken to the stripe or GoCardless sign up or sign in flow to get connected. 

Once you have the accounts connected, there are a few settings to go through:
- Stripe sync and link customers
- Confirmed matches, and those that need matching up
- Sync and link payments 
- And finally, if you’d like auto payment on the customer saving their card details. 

Then there’s a very similar set of settings for GoCardless to get everything set up. 



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. 

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

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

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 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 15.2 Automatic 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 15.3 Inviting customers to sign up to auto-payments - 2 mins

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