Before getting started, you'll need to download our mobile app. Download it here:
Before you take a payment, be sure you've read our guide on how to Setup mHelpDesk Payments.
Set and collect a deposit on an Estimate
Here's how to set and collect a deposit in the field.
Open up your mHelpDesk mobile app
Tap on Estimates
Tap More > Set Deposit Amount (Screenshot A)
Select the deposit amount from the list and tap Save
Collect the deposit by tapping More > Collect Deposit (Screenshot B)
Choose Credit Card from the choices presented, confirm the amount and tap Next
Input the customer's credit card information and hit Next
Verify the customer's billing address and tap Confirm
Take a payment on an Invoice
In the Job tap Invoice (Screenshot C)
Tap Get Paid (Screenshot D)
Choose Credit Card, go over the invoice details and hit Next
Input the customers's credit card and tap Next
Verify the customer's billing address and tap Confirm
After the payment is complete the receipt will be sent to the customer and a confirmation email will be sent to you!