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!