All Collections
Payments
28 articles
Saving payment method from customer profile
Saving payment method while processing a payment
How are Credit Cards & ACH processed
Declined PaymentIf a customers charge has declined, you can locate the details as to why it declined by following these steps -
Batch PaymentsHow to enter batch payments
Creating Account CreditsCreating & Applying account credits
Missed Pickup Credit
Payments FAQsAll things related to payments
Bulk apply account credits
Transfer PaymentThis option is only available on Cash, Check & Other payments
Reverse PaymentReversing a payment available on Cash, Check & Other
Invoice Activity Feed - Payment / Email
Automated Payment Receipts
Autopay FAQs
Declined ChargeHow to tell if a charge was declined and where to find the information
Refund - Credit Card / ACHFollow these steps to issue a refund for Credit Card or ACH ONLY
Payment TermsHow to set up payment terms - Due Upon Receipt & Net
Payment Groups
Non-sufficient funds (NSF), or insufficient fundsHow to handle checks returned for insufficient funds
Payment Receipt Confirmation
ACH Reject
Manually taking payments
How to search for a check number
I marked a Credit Card / ACH as reverted in Hauler Hero and the customer has not received their refund
I reverted a payment, now there's a negative account credit
Payment NotesNotes can be applied manually or automatically by the system. Payment notes do not display to the customer.
How to update your bank account for payouts
Account Level Payment TermsCreate custom due dates for your customers