Payment Terms & Payment Methods

In this article:

Add  Payment Terms

Add Payment Methods

Payment Limitations & Important Notes

Add Payment Terms & Payment Methods Video

Note: If connected to Quickbooks, Payment Terms should be created in Quickbooks. They will sync into SingleOps.
Payment methods can be made in Singleops, even if QuickBooks is connected.
 

Add Payment Terms

1. Navigate to Setup > More > Terms
2. Click New
3. Name the Term and and fill out Due days
   *Note: Payment Terms dictate the Due Date on the invoice generated by SingleOps.
    
4. Click Create Term
   Now this Payment Term will populate in the dropdown menu under Additional Options when editing a Job.

Add Payment Methods

1. Navigate to Setup > Payments > Payment Methods
   Note: Cash and check will always be defaulted on any SingleOps account. 'Credit Card' is reserved for credit card integration.
    
2. Click New Payment Method
3. Fill out Name and Description
4. Click Create Payment method
   Now this Payment Method will populate in the dropdown menu when you select Process Payment on a Job.

Payment Limitations & Important Notes

• Overpayments are not possible within SingleOps. The system does not allow a client to pay more than the amount due on an invoice.
• SingleOps does not handle credits of any kind.
• Clients must pay the full amount when making an online payment. Partial payments cannot be submitted through the online payment portal.
• In the event that a client needs to pay less than the amount due on an invoice, the only way to do that is for someone on the account to take the payment over the phone for less than the total amount.

Add Payment Terms and Payment Methods Video

*Note: Some of the content in this video may reflect a previous version of SingleOps. For a more accurate guide, please refer to the steps listed above.