mHelpDesk Payments makes it easy to process credit cards! Before you take a payment, be sure you've read our guide on how to Set Up mHelpDesk Payments.
Set and collect a deposit on an estimate
- Go to Estimates and choose the estimate you'd like to collect a deposit against
- Click Set Deposit, choose the amount and click Save
- Click Collect Deposit and choose the type of credit card (Screenshot A)
- Select the amount being paid and click Next
- Input the customer's credit card information and click Next
- Verify the customer's billing address and email
- Click Confirm
Take a payment for an Invoice
Here's how to take credit card payments for an invoice with the web application.
- In your mHelpDesk account, go to Invoices and choose the invoice you're working on
- Click the Payment tab
- Click Receive Payment
- Choose the type of credit card (Screenshot A)
- Make sure the total is correct and click Next
- Input the customer's credit card information and click Next
- Verify the customer's billing address and email
- Click Confirm
After the payment is complete the receipt will be sent to the customer and a confirmation email will be sent to you!