In Chariot, you can manually accept deposits from customers in two different ways: by sending a payment link to the customer or by directly charging their credit card if you have the card information. This guide will walk you through both methods.
Note: Currently, Chariot also has an integrated deposit flow. This means that customers will be prompted to pay for their estimate immediately after signing, which is separate from this method. By using this method, you will need to manually handle deposit payments.
Option 1: Sending a Payment Link - Best Utilized If You Don't Have the Credit Card Number Handy
Navigate to the Lead/Job:
Go to the lead or job for which you are collecting a deposit.
Access the Payments Section:
Click on the "Results" tab.
Navigate to the "Payments" section.
Click on "New Payment".
Share the Payment Link:
Click on "Share Payment Link".
A dialogue box will appear.
Enter the deposit amount you want to charge the customer.
Send the payment link to the customer.
"Mark as Deposit"
Once the deposit is logged (under the "Payments" section of the "Results" tab), click on the three dots next to the payment.
Then click, "Mark as Deposit"
The customer will receive the link and can enter their card information to complete the payment.
Option 2: Charging the Credit Card Directly - If You Have the Credit Card Number On File
Navigate to the Lead/Job:
Go to the lead or job for which you are collecting a deposit.
Access the Payments Section:
Click on the "Results" tab.
Navigate to the "Payments" section.
Click on "New Payment".
Charge the Credit Card:
Click on "Charge Credit Card".
A dialogue box will appear.
Enter the deposit amount you want to charge the customer.
Note: You will need to manually calculate and include a 3% surcharge in the deposit amount if applicable, as this method does not automatically apply it.
Enter the customer's credit card information.
Click on "Charge Credit Card" to process the payment.
"Mark as Deposit"
Once the deposit is logged (under the "Payments" section of the "Results" tab), click on the three dots next to the payment.
Then click, "Mark as Deposit"
Limitations
Not Part of the Integrated Deposit Flow: By using this method, Chariot does not prompt customers to pay for their deposit immediately after signing their estiamte. You must manually handle the payment process as described above.
By following these steps, you can successfully collect deposits from your customers using Chariot. If you encounter any issues or need further assistance, please contact our support team.