Integrating credit card details is essential for efficient and timely payment collection, helping streamline jobs, estimates, and invoices. The settings below provide various options to customize credit card collection requirements based on your workflow.
View Setting
➡️ Profile Icon > Settings > Jobs > Collect card details at job creation > View
Setup Collect card details at job creation
➡️ Credit card details
There are four options to choose from.
Don't record card details when creating a job
Jobs can be scheduled and completed without requiring or storing card details before payment is due.
Ideal if payment collection at booking is unnecessary or done manually afterward.
Record card details when creating a job, but make it optional
Stores multiple card details per customer, which can be deleted if needed.
Provides flexibility by allowing jobs to be booked with or without card information, accommodating various customer preferences.
Record card details when creating a job and make it mandatory
Ensures that card details are on file at the time of booking.
Useful for securing customer commitment and simplifying later payments.
Record card details when creating a job, make it mandatory and allow deferred payments
Take payment at the time of booking the job
Charges the card immediately upon booking.
Take payment at the time of booking the first diary event
Holds funds but defers the charge until the first scheduled job event.
Click Save.
Deferred Payments set a ‘hold’ on funds, similar to a deposit, they are ideal for jobs requiring upfront commitment, ensuring payment readiness at booking.
You need a credit card integration to set up deferred payments we support either Stripe or GoCardless.