Recently, you may have noticed a new panel under your invoice tab labelled ‘Payment’. We have moved all information related to customer payments in one easy to find (and use!) spot within the system.
Here’s details on how to gain access and navigate this brand new section within ServiceWorks.
Enabling the Payment tab:
First and foremost, you need to make sure that you have the correct permissions enabled to see the Payment tab within ServiceWorks.
To access these permissions, navigate to Admin -> Permission to reach the permissions menu. In the menu, set the first dropdown box to the role you wish to enable this feature for and the second dropdown box to ‘Invoice’. In this example, we will enable this feature to all users assigned to the Accountant role.
From here, you will need to select all of the permission boxes associated with ‘Payment‘ to access the Payment tab from the toolbar. Once set, refresh the page with Ctrl + F5 and the option should appear nested under Invoice on the toolbar.
Features of the Payment tab:
Now that your payment tab is accessible, here’s a quick overview of what you can do with this new menu:
Similar to the other tabs on the toolbar, you can now search payments by the following criteria:
- Date range
- Transaction number
- Invoice number
- Account number
- Payment type (cash, credit, debit, etc.)
- Payment status (Succeeded, Refunded, Uncaptured)
In addition, you can also send bulk receipts and process refunds using the ‘Action‘ button or by clicking on the three dots to the right of your logged payments.