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Employee Mobile App
Get Payment in Mobile App
Get Payment in Mobile App
Alexander Richards avatar
Written by Alexander Richards
Updated over a week ago

Send Invoice in Mobile App (Custom Charge)

Steps:

  1. Tap Today Tab in Tab Bar

  2. Find Participant (Use Search Bar or Find in Sessions/Programs List)

  3. Tap Participant Name to open Participant Profile

  4. Tap "Get Payment" Button

  5. Tap "Send Invoice" in Segmented Control

  6. Select Location from Location Dropdown

  7. Enter Notes in Description Text Box

  8. Enter Invoice Amount in Amount Currency Text Box

  9. Tap "Send" Button

Charge Card in Mobile App (Custom Charge)

Steps:

  1. Tap Today Tab in Tab Bar

  2. Find Participant (Use Search Bar or Find in Sessions/Programs List)

  3. Tap Participant Name to open Participant Profile

  4. Tap "Get Payment" Button

  5. Tap "Charge Card" in Segmented Control

  6. Select Location from Location Dropdown

  7. Enter Notes in Description Text Box

  8. Enter Amount in Amount Currency Text Box

  9. Option 1: Select Card on File

    1. Tap Check Box next to Card

  10. Option 2: Add New Card

    1. Tap "Add New Card" Button

    2. Enter Card Number

    3. Enter Expiration Date

    4. Enter CVC

    5. (Optional): Tap Check Box for "Remember card for next purcharse"

  11. Tap "Charge" Button

Training Video

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