How do I charge a customer?

There are several ways to charge a customer:

• Mark a job as done
• Manually charge a customer if they have added an automatic payment method
• If a customer pays with cash, you can add a cash payment to a customer

Mark a job as done

When a job is marked as done, getSoapy automatically:

• deducts the job cost from the customer's balance
• adds any cash payment to the customer's balance
• generates an invoice for the job and adds it to the customer's account (Manage > Customers > Customer name > Finances)
• charges the customer if they have added an automatic payment method
• sends an SMS and/or email message (if enabled) asking them to make payment via the customer portal or payment widget
• adds a point to any loyalty cards associated with this job

Select the customer from Manage > Customers. Select the Finances tab, click the menu icon to the right-hand side of the invoice, and select Edit invoice.)

Manually charge a customer

1. Select the customer from Manage > Customers.

2. Click the menu icon in the top-right corner and select Charge customer.

3. In the Charge payment method form:

• select the customer's Payment method to charge
• enter the Amount
• enter a Reason for charge

4. Click Charge to confirm.