Apply Payments, Voids & Refunds

In this article:

Apply Payments

Apply Payments - Customer View

Credit Card Payments Video 

SingleOps Payments Processing Fees

Apply Refunds

SingleOps Payments Voids & Refunds 

SingleOps Payments Status 

Apply Payments 

1. To apply a payment, navigate to an Invoice. You can do this from Invoice > Open Invoices or from the Job, Visit or Client Pages.
2. Select Payments
3. Select Process Payment 
4. Select a Payment Method
   Follow this link for more information on Payment Method & Terms
5. Complete the Payment information
   Note: The Amount will default to the full balance due. You can edit this to make a partial payment. 
6. Select 'Send Receipt by Email' if you'd like to email a payment receipt to your customer. 
7. Select Submit Payment

Apply Payments - Customer View 

1. SingleOps Payments is required for your customer to pay invoices on their end. Learn more here. 
2. Send Invoice to your customer. 
3. Your customer can select 'Pay Invoice'
4. They will be prompted with the following options:
   
   1. Bank Accounts - If ACH enabled, customer can choose to add new ACH info, or choose a saved account. 
   2. Credit Cards - Customer can choose to add new CC info, or choose a saved card.
   3. Remember my payment information - This will encrypt card info so it will be available for use on future invoices. 
   4. Enroll in autopay - If enabled, your customer can agree to let you charge their card on their behalf. Lear more about autopay here. 
   5. Processing fee - The yellow box will display the processing fee setup in your SingleOps Payment settings. Your customer must agree to proceed.
5. Hit continue, and they will be prompted to enter CC or ACH information. 

Credit Card Payments Video 

SingleOps Payments Processing Fees

If enabled, processing feee line items will be automatically added to invoices paid by CC or ACH.

Apply Refunds 

1. This will be for all payment methods except Credit Card or ACH.
2. Go to an invoice or job and select the Payments button. 
3. Select Refund in the bottom right of payment details. 
4. Complete the refund information
   Note: The Amount will default to the full balance paid. You can edit this to make a partial refund. 
5. Select Submit Refund.

SingleOps Payments Voids & Refunds 

1. This will be for all CC and ACH payments made through SingleOps payments.
2. Go to an invoice or job and select the Payments button. 
3. Select Void or Refund in the bottom right of payment details.
   Note: Status will only be visible if using Propay.  
   
   1. Void will be an option when the transaction is “Processing”
      
   2. Refund will be an option when the transaction is “Settled”
      
4. Complete the refund/void information
   Note: The Amount will default to the full balance paid. You can edit this to make a partial refund. 
5. Select Submit Refund.

SingleOps Payments Status 

A payment status will be displayed for payments made through SingleOps Payments. Payment Status will only display if using Propay as your merchant processor.