Quotes, Invoices and Credit Notes.
You can process payments and make refunds through the Back Office.
In order to accept payments from your technicians' mobile terminal click here.
Go to the job's details, create an invoice and click on "Pay now" (1) under "Balance Due".
Then fill in the customer's name, email address (2), their credit card information (3) and the amount you wish to charge (4).
Once the information has been completed, click on "Send Payment" (5).
Once the payment has been confirmed you will see the new balance due based on the amount already paid.
Once the payment is complete the client will receive their receipt and you can also send them the total amount of the invoice as well as the balance due by clicking on "Send Invoice" (1)> fill in the customer's email address (2) > click on "Send" (3).
You may also accept payments by going directly to your invoice in the "Invoicing" tab (1) > "Invoices" (2) > click on your invoice (3), then click on "Pay" (4).
In the window click on "Pay Now', fill in the credit card's information, email address and amount to be paid (2) and click on "Send Payment" (3).
Synchroteam also allows you to refund the person who made the last payment.
To do so, click on the "Refund" button (1), fill in the amount you would like to refund (2), and click on "Send refund" (3).
Once the refund is made you will find the details of your updated balance under "Balance Due".