Contents
- Steps To Process The Payment In A Quote Or Job Via Cash.
- 1. After creating the service for the quote, Click on ‘Payment’.
- 2. There are three primary methods available for processing payments in Jacktrade, and those are:
- In this example, we will process the payment with ‘Cash’.
- 3. Select the service for which you intend to initiate the payment.
- 4. There are three types of charges. You can select anyone and initiate the payment.
- 5. Enter the payment note. (Optional Field)
- 6. Click on ‘Pay’.
- 7. Enter the optional signature, include a tip if needed, and click on ‘Pay’.
- 8. Click on ‘Confirm’.
- 9. A payment confirmation screen will be displayed upon completing your payment.
Steps To Process The Payment In A Quote Or Job Via Cash.
1. After creating the service for the quote, Click on ‘Payment’.
Note: Learn more about ‘How To Create a Quote‘ and ‘How To Add A Service‘.
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2. There are three primary methods available for processing payments in Jacktrade, and those are:
a. Cash
b. Credit Card
c. Cheque
In this example, we will process the payment with ‘Cash’.
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3. Select the service for which you intend to initiate the payment.
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4. There are three types of charges. You can select anyone and initiate the payment.
a. Full – You have the option to process the entire payment amount by choosing this selection.
b. Partial – You have the option to process a partial payment amount by choosing this selection.
c. Percentage – You can include a percentage, which will automatically be calculated based on the total amount of the service.
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5. Enter the payment note. (Optional Field)
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6. Click on ‘Pay’.
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7. Enter the optional signature, include a tip if needed, and click on ‘Pay’.
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8. Click on ‘Confirm’.
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9. A payment confirmation screen will be displayed upon completing your payment.
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