This guide is being written. The topics below show what it will cover.
Planned topics
- Explain recording money already received versus charging a card through MountMonitor Payments.
- Choose a starting point for a deposit, part payment, final payment, online payment, or payment plan.
- Connect a payment to its job, invoice, client balance, payment history, and any connected accounting records.
- Distinguish money received from bank payouts and distinguish a payment request from a successful payment.
Guides in this section
- Set up MountMonitor Payments
- Record a payment you have already received
- Understand deposits, part payments, and final payments
- Set up a card reader
- Take a card payment on a reader
- Take a card payment by entering card details
- Request an online payment
- Split one payment across several jobs
- Create a payment plan
- Manage a payment plan
- Refund a payment
- Correct a payment record
- View transactions and bank payouts
- Set up payment processing fees
- Take a one-off payment
- Fix a payment problem