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 or you take payment another way outside of getSoapy, you can add an external payment to a job or 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 external 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)
• sends a "Customer Job Marked as Done" notification (if enabled) via SMS and/or email, advising the customer that if they've enabled an automated payment method, they will have been charged automatically, and if not, they need to make payment via the customer portal or payment widget
• adds a point to any loyalty cards associated with this job
• if the customer has added an automatic payment method, getSoapy will wait five minutes and then automatically charge the payment method (this gives you a grace period in case the job is accidentally marked as done or the invoice needs adjusting)

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.