š³ How to Charge a Customer in the Lead Connector App
š¢ Find the Customer
Open the Lead Connector app.
Go to Contacts and locate the customer you want to charge.
Open their contact profile and click the Charge button.
š° Enter Sale Details
You can either:
Manually enter an amount and item details, or
Use your catalog to select preset items.
Example: Select the Dump Trailer at $150 for 3 days.
Donāt forget to add a security deposit if applicable.
š Review the Sale
Check that all items, quantities, and deposits are correct.
š³ Choose Payment Method
Options include:
Cash ā customer pays in cash.
Saved Card ā use a card already on file.
Manual Card Entry ā enter a new card if the customer is present.
Invoice ā convert the sale into an invoice and send it via email or text.
ā Complete the Transaction
Once everything is reviewed and the payment method is chosen, finalize the charge.
š” Pro Tip: Always double-check item selection and quantities to avoid errors before finalizing payment.