Payments
Run cards/ACH, log payments, set up deposits, and more
21 articles
- What To Do About PCI Compliance Reminder EmailsHow to tell whether a PCI compliance notice is legitimate, and what PCI compliance actually requires.
- How to Collect PaymentsLearn to collect payments in Chariot—whether from the office or in the field. Enhance your efficiency with simple, secure payment options.
- Finding and Resending Estimates and Invoices on a JobHow to find an existing estimate or invoice (Documents tab vs. live version), resend a new one, and what's customizable on an invoice.
- How to Enable ACH Payments for CustomersTurn on ACH so customers can pay via bank transfer on invoices and payment links. It takes about 30 seconds in Settings.
- How to Issue a Partial Card RefundStep-by-step guide to issuing a partial refund on a card payment using the Chariot job view and Payments Dashboard.
- Accessing the Payments Dashboard: Login and User AccessHow to find and log into the Payments Dashboard, who has access, and what to do if you can't see it.
- Managing Deposits: A Guide for the Office TeamEnsure smooth transitions from estimate to booking by verifying deposit payments. Learn how to manage deposits on the office side of Chariot
- How to Accept a Deposit Manually in ChariotLearn how to manually accept deposits in Chariot by sending a payment link or charging the customer's credit card directly.
- How to Issue a RefundLearn how to effortlessly process refunds through Chariot, ensuring a smooth experience for you and your customers.
- Take payments using QR codeChariot's QR Code Payments streamline the payment process, allowing customers to pay quickly and conveniently.
- Payments Dashboard: OverviewExplore Chariot's dedicated Payments Dashboard for in-depth insights, manage transactions, and refunds, and tackle issues effortlessly.
- Deposits Overview: Simplifying Payments with Integrated Deposit FlowStreamline payments with our integrated deposit flow—efficiently manage estimates, payments, and bookings in one seamless process.
- Navigating Your Payments Dashboard: The BasicsAccess payment data instantly via your dashboard, offering a comprehensive view of activities & tools for efficient business.
- ACH Payments in ChariotHow to start using ACH payments, and the details of how it works
- How to Void a Manually Logged PaymentsLearn how to easily void manually logged payments in Chariot, ensuring accurate records and calculations.
- Chariot's best practices for winning chargebacks (disputes)An overview of common chargeback reasons, what they mean, and how to effectively organize and summarize evidence to win.
- Chariot's Updated Card Fee Model - What to KnowHow to pass through card fees and options for your setup
- Setting Up Multi-Factor Authentication (MFA) for the Payments Dashboard
- Customizing Your Payment Method List
- How can I find detailed information about failed card payments in Chariot?
- What are the best practices for handling declined payments in Chariot?