How to charge a customer

Processing payment for a completed service using the credit card on file

The 'Process Payment' action is enabled on an order beginning on the scheduled service date.

  1. Open the service detail you wish to process payment for
  2. Navigate to (⋮) > Process Payment
  3. Confirm crew size
    1. The 'Crew Size' drop-down will default to the size originally quoted on the customer's estimate
    2. Modifying the crew size will change the hourly rate associated with the service; please ensure customer consent prior to processing a payment at an adjusted rate.
  4. Enter start and end time to calculate billable hours
    1. The standard hourly model assumes billable hours are equal to port-to-port time unless otherwise governed by local tariffs 
  5. Enter non-billable time (optional)
    1. This input should be set to the per-crew, non-billable time (i.e., if a 3-person crew each took a 30 min. break, enter 30 mins. into this field)
  6. Add line items (optional)
    1. Additional fees may be entered using 'Add line item,' including negative values for applying discounts, etc... ; please ensure customer consent prior to processing a payment with additional line items.
    2. Line items will not be listed on customer receipts. They will only see a total amount

💡Troubleshooting tip:

If you need to reset the crew size prior to service date/completion, the best workaround is to create an internal note on the service detail view as a reminder. We are working to improve this functionality in the near future.