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!