Advice and answers from the mHelpDesk Team

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

  1. Go to Estimates and choose the estimate you'd like to collect a deposit against
  2. Click Set Deposit, choose the amount and click Save
  3. Click Collect Deposit and choose the type of credit card (Screenshot A)
  4. Select the amount being paid and click Next
  5. Input the customer's credit card information and click Next
  6. Verify the customer's billing address and email
  7. Click Confirm

Take a payment for an Invoice

Here's how to take credit card payments for an invoice with the web application.

  1. In your mHelpDesk account, go to Invoices and choose the invoice you're working on
  2. Click the Payment tab 
  3. Click Receive Payment 
  4. Choose the type of credit card (Screenshot A)
  5. Make sure the total is correct and click Next
  6. Input the customer's credit card information and click Next
  7. Verify the customer's billing address and email
  8. Click Confirm

After the payment is complete the receipt will be sent to the customer and a confirmation email will be sent to you!

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