How do you handle situations where customers input wrong information?

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• Can customers save their payment information for future transactions?

  Customers cannot save their payment information directly in the system. However, businesses can set up accounts for customers to make future transactions faster and more efficient.

• Can I pass the credit card processing fee to my customers?

  Yes, you can customize your payment setup to pass the processing fee (e.g., 2.9%) to your customers. For example, if you request $100, they will pay $102.90.

• How can customers pay?

  Payments can be made via payment links using bank transfers or credit/debit cards. Invoicing with a payment link and manual ACH debits are also supported.

• Can checks be assigned to specific job numbers/sub-customers?

  Currently, this functionality is not available. The user needs to assign expenses to specific job numbers, which exist in QuickBooks and the company CRM, for proper expense tracking and job costing.

• How can check verification be done?

  Online Check Writer checks function similarly to regular checks. In certain situations, it may be necessary to verify the bank information to ensure its accuracy. However, there is no guarantee of the availability of funds, as the platform does not ...