After successfully guiding a prospect through the entire process – nurturing them from a lead to inquiry, setting up an appointment, and completing a job – the final step is processing a payment. This step-by-step guide will walk you through the process of making your first payment using MarketSharp Payments.
How to Process a Payment
1. Search for the Contact: First, you will need to find the contact for the customer whom you would like to process a payment. Once the correct contact is found, you will see a list of jobs completed, along with details of the job.
2. Locate the Total Amount: Under each job, you will notice a Price column. This is the total amount due for the job. Keep note of the amount you would like to process.
3. Click Payment Icon: At the top right of each job, there are several icons. Click the money ($) sign corresponding to the job you would like to collect a payment for, and a new window will open.
4. Click Collect Payment: In the new window, click ‘Collect Payment’ and another window will open, displaying payment details.
5. Enter Payment Amount & Type: In the ‘Payment Amount’ field, enter the amount you would like to process (from Step 2). Then, using the drop-down menu, select the ‘Payment Type’. You can choose from Tax, Payment, Finance Charge, Down Payment, Cash, Finance, Credit Card, or Discount.
6. Review and Confirm: Once you have reviewed the payment details, click Submit. Congratulations, you have now submitted and processed your first job payment within MarketSharp!