Terms set the due date on the invoices SingleOps generates, and Payment Methods define how you record and process client payments.
This article walks you through creating both, explains how they behave when QuickBooks is connected, and covers important limitations to keep in mind.
⚠️ If connected to Quickbooks, Payment Methods should be created in SingleOps. They will sync into QuickBooks the first time they are used. |
In this article:
Add Terms
Navigate to
Setup > More > Terms
Click New
Name the Term and and fill out Due days
⚠️ Terms dictate the Due Date on the invoice generated by SingleOps.
Click Create Term
Now this Term will populate in the dropdown menu under Additional Options when editing a Job.
Add Payment Methods
Navigate to
Setup > Payments > Payment Methods
💡Cash and check will always be defaulted on any SingleOps account. 'Credit Card' is reserved for credit card integration.
Click New Payment Method
Fill out Name and Description
Click Create Payment method
Once created, this Payment Method appears in the dropdown menu when you select Process Payment on a Job.Additional Notes
Cash and Check are always defaulted on any SingleOps account.
A credit card and ACH methods are tied to the SingleOps Payments (ProPay) integration.
Payment Limitations & Important Notes
Overpayments are not possible. The system does not allow a client to pay more than the amount due on an invoice.
Partial payments through the online portal are not supported. Clients paying online must pay the full amount.
Staff can process partial payments in-app. From Process Payment, the amount defaults to the full balance, but you can edit it to record a partial payment — including running a real card transaction using a card saved under Client Profile > Payment Methods.
Recording a payment and processing a transaction are different actions. Processing a payment using a method other than Credit card or ACH will only create a manual record on the invoice, while the credit card and ACH payment methods will process payment through the ProPay integration.
Standalone credit memos cannot be manually created in-app. Credit memos are generated when a deposit or prepayment is applied to an invoice, and discount line items are the supported way to apply a credit.
Add Terms and Payment Methods Video
Note: Some of the content in this video may reflect a previous version of SingleOps. For a more accurate guide, please refer to the steps listed above.