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You take money against jobs after the job exists. Pending bookings cannot take a payment until you review and accept them.
The public booking form does not charge clients. See Deposits.

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Take a payment on one job

1

Open the job

Go to your jobs board and open an accepted job that still has a remaining balance.
2

Choose Take Payment

Use Take Payment from the job actions menu. This option appears when MountMonitor Payments is connected for your shop.
3

Choose a payment method

Select Credit Card, Debit Card, Cash, or Check.
4

Charge a card or record the payment

For cards, you can charge through a connected Card Reader or by entering the card, when Stripe is connected. For cash or check, record the amount you received. Save the payment so the job balance updates.
If Stripe is not connected, you can still track money on the job by recording cash and check payments. Card charging needs payments connected.

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Split one payment across jobs

A split payment is one real payment allocated across several jobs. Those jobs can belong to different clients (for example, someone paying for a friend).
1

Select the jobs

On the jobs board, select the jobs that share this payment.
2

Take the combined payment

Use the board Take Payment action. MountMonitor splits the amount across the selected jobs.
3

Adjust if needed

Each job gets its own payment for its share. You can change how much each job receives, as long as the shares add up to the payment and no job is allocated more than it owes.
A job cannot join a split when:
  • It is still a pending booking
  • Nothing is outstanding
  • It is priced in a different currency than the rest of the payment
  • It is on a payment plan (those payments follow the plan schedule)
Refund a split payment as a whole. Do not edit or refund one job’s share on its own. The shares have to keep adding up to the amount that was taken.

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Stripe and the Client Portal

When Stripe is connected, you can charge cards in the shop (reader or keyed card) and clients can pay later in the Client Portal. Shop payment settings live under Settings, then Payments, when that area is available on your account. There you can review transactions, payouts, and card reader setup.

Deposits

How the deposit amount is calculated and when it is collected

Currency

How client and job currency affect payments