15 Payments
Module 15 shows businesses how to record payments and charge customers using the auto-payment methods set up.
Lesson content
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.
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 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.
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.
By the end of this module, you'll be able to detach records in bank reconciliation for re-matching or ignoring.
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.
