Payments
Payments can be recorded against either a job or an invoice. A payment can be either a manually entered payment or a credit card payment.
Manually entered payments can optionally be created and associated with a job or an invoice, allowing you to track cash, check, or credit card payments processed outside of Trade Service Pro.
Payment types can be managed via Picklists. The cash, check, and credit card payment types are system-level and cannot be modified. You can add any other payment types that suit your business.
Credit card payments are processed using Stripe (https://stripe.com/). To set up a Stripe account, refer to Credit Card Setup.
Stripe charges 2.9% + 30 cents per successful card transaction without charging a monthly fee or requiring a contract.
Credit card payments are deposited directly into your bank account by Stripe. Trade Service Pro has no access to your bank account, only your Stripe account, which is used to process payments using Stripe.
Credit card payments can also be refunded. There is no transaction charge from Stripe on refunds. See Job Payments and Existing Invoice Payments for details on how to refund a credit card payment.
Payments can be recorded to a job before an invoice is issued, allowing for down payments or partial payments to be recorded before an invoice is issued to the customer.
There is no limit on the the amount of payment you can record or charge to a job.
To add a manual payment to a job, edit the job and scroll down to Payments. From there, click on the Add Manual Payment Entry button.
A modal dialog will be displayed for entering details about the manual payment.
The manual payment will then be listed in the payments section of the job. You can edit or delete the manual payment by clicking on the Action Button (the ellipsis button with three dots) to the right of the payment.
The option to process credit card payments will only be available once you set up a Stripe account. Refer to Credit Card Setup.
To add a credit card payment to a job, edit the job and scroll down to Payments. From there, click on the Charge Card button.
A modal dialog will be displayed for entering the credit card payment details. If the customer associated with the job has an email address, it will be set in the Email Receipt To field.
After entering the credit card information and clicking the Submit Payment button, you will be presented with a confirmation modal dialog confirming the payment.
The credit card will be processed after clicking on the Yes, Submit Payment button. If the payment is successful, the customer will be presented with the payment complete modal dialog.
The credit card payment will then be listed in the payments section of the job. You can view the transaction details or refund the credit card payment by clicking on the Action Button (the ellipsis button with three dots) to the right of the payment.
Clicking on the View Receipt button will display a copy of the receipt from Stripe in a new tab in your web browser.
To refund a credit card payment, click on the Action Button (the ellipsis button with three dots) to the right of the payment and then select Refund Payment.
The Credit Card Refund modal dialog will display. You can refund the total amount paid or another amount (less than the full amount paid). You can process a second refund if a partial refund has already been processed. The second refund will be limited to the amount due after the first partial refund.
When creating a new invoice (see Job Documents and Invoices), you can select existing job payments to apply to the invoice when the invoice is created. You cannot create new manual payments or new credit card payments at the time an invoice is created.
Once the invoice is created, you can apply manually created payments or credit card payments to that invoice.
Invoice payments cannot exceed the total amount due on the invoice.
To manage payments for an existing invoice, click on the Action Button (the ellipsis button with three dots) for the invoice and select Payments.
The Invoice Payments modal dialog will display with the available payment options.
The Charge Card button will be available if Stripe has been set up for processing credit card payments.
Click on the Add Manual Payment Entry to manage manual payments.
To associate existing job payments with an invoice, click the Select Job Payment(s) button.
The remaining workflow for invoice payments is the same as Job Payments (refer to that section for more details).
