Name: 15.7 Credit notes, write offs and tips
SKU: Squeegee
Rating: 4.7 (81 reviews)

Squeegee®

Action For Children

**MODULE 15 - PAYMENTS**

**15.7 - credit notes, write offs and tips**

To create credit notes, debt write offs and tips, go to the payment dialog on the customer, select an amount and press ‘credit’ which opens up the options to provide a credit note or write off the debt. 

Similarly, you can create a tip from here or if you go to a particular payment or the customer view itself, you can record a refund to the customer. 



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. 

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

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

Module 15.7 Credit notes, write offs and tips

15 Payments

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Module 15.7 Credit notes, write offs and tips

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.

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