💳 How to Charge a Customer in the Lead Connector App
🟢 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.
💰 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.
Don’t forget to add a security deposit if applicable.
🔍 Review the Sale
Check that all items, quantities, and deposits are correct.
💳 Choose Payment Method
Options include:
Cash – customer pays in cash.
Saved Card – use a card already on file.
Manual Card Entry – enter a new card if the customer is present.
Invoice – convert the sale into an invoice and send it via email or text.
✅ Complete the Transaction
Once everything is reviewed and the payment method is chosen, finalize the charge.
💡 Pro Tip: Always double-check item selection and quantities to avoid errors before finalizing payment.