In this article:
Apply Payments
To apply a payment, navigate to an Invoice. You can do this from
Invoice > Open Invoices or from the Job, Visit or Client Pages.
Select Payments
Select Process Payment
Select a Payment Method
Follow this link for more information on Payment Method & Terms
Complete the Payment information
💡The Amount will default to the full balance due. You can edit this to make a partial payment.
Select 'Send Receipt by Email' if you'd like to email a payment receipt to your customer.
Select Submit Payment
Apply Payments | Customer View
SingleOps Payments is required for your customer to pay invoices on their end. Learn more in the ProPay FAQ article.
Send Invoice to your customer.
Your customer will click the link to their Client Portal.
The Client Portal will display the Invoice Summary page.
Your client will click Pay Now on the bottom right of the screen.
They will be prompted with the following options:
When options are selected, they will click Pay Now and fill out their payment information.
Add Bank Account | If ACH enabled, customer can choose to add new ACH info, or choose a saved account. |
Add Credit/debit Cards | Customer can choose to add new CC info, or choose a saved card. |
Remember my payment information | This will encrypt card info so it will be available for use on future invoices. |
Enroll in autopay | If enabled, your customer can agree to let you charge their card on their behalf. Lear more about autopay here. |
SingleOps Payments Surcharge Fees
If enabled, surcharge fee line items will be automatically added to invoices paid by CC or ACH. See more info in the SingleOps Payments Powered by ProPay article.
Apply Refunds
This will be for all Cash, Check, POS, etc. payment methods (manual payment methods), except Credit Card or ACH (merchant processed payments).
Go to an Invoice or Job and select the Payments button.
Select Refund in the bottom right of payment details.
Complete the refund information
Select Submit Refund.
If you are connected to QuickBooks, a Refund record will sync over to your QuickBooks account.
Once noted as refunded in SingleOps, you will need to issue a manual refund back to the customer, via check, cash or if you used an external payment system - through that system.
SingleOps Payments (ProPay) Voids & Refunds
This will be for all CC and ACH payments made through SingleOps payments, powered by ProPay.
Go to an Invoice or Job and select the Payments button.
Select Void or Refund in the bottom right of payment details.
⚠️ Note: Status will only be visible if using Propay.
Void will be an option when the transaction is “Processing” and has not Settled. This is typically within minutes of a payment having been made.
Refund will be an option when the transaction is “Settled”
Complete the refund/void information
Note: The Amount will default to the full balance paid. You can edit this to make a partial refund.
Select Submit Refund.
⚠️ For any refunds associated with SingleOps payments, the processing fees will not be refunded and a refund fee may be applicable. What will be refunded is the total of the invoice including any payment gateway surcharging that was added to the invoice.
SingleOps Payments Status
A payment status will be displayed for payments made through SingleOps Payments. Payment Status will only display if using ProPay as your merchant processor.
Status | Detail |
Processing | Payment has not been processed through ProPay |
Settled | Payment has been processed through ProPay |
Refund Deposits
Follow this link to the Deposits article to read more about Refunding Deposits.