Payments basics
Connect a payment processor and take your first payment.
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- How to save, view and delete a customer's card on fileIn Contacts, open the customer's record, click the $ (Payments) icon and under Actions choose Add Card on File to save a new card or Manage Cards to see the last digits, expiry date and delete. Saved cards are available on that customer's invoices, transactions, estimates and subscriptions.
- How to view payments received and issue a refundIn Payments › Transactions you see every payment received. To give money back, click the three dots next to the payment, choose Refund, confirm the amount (full or partial) and finish.