- Overview
- Account Settings
- Assets
- Connectors Framework
- Customer Portal
- Customers
- Dashboards
- Devices
- Dispatching
- Forms
- Inventory
- Invoices & Billing
- Locations
- Payments
- Parts
- Projects
- Quotes
- Recurrent Routes
- Recurrent Services
- Reports
- Sales Orders
- Schedule
- Services
- Tasks
- Text Messaging
- Time Tracking
- Users
- Work Orders
Overview
With MobiWork, you can easily keep track of payments and refunds for all your invoices, quotes, and customer accounts.
This section will highlight how to access the Payments feature, issue refunds, and manage credit card information, and more!
Using the Table of Contents below, scroll or use ⌘ + F (for Mac)/Ctrl + F (for PC) to find your desired feature.
Table of Contents
Web User Interface
- Payments List
- View Payment
- Add Payment
- How to Access the Page
- Add Payment Pop-up Window
- Add a Cash Payment
- Add a Check Payment
- Add a Credit Card (No Process) Payment
- Add a Credit Card Payment
- Add a Split Payment
- Clearent
- Add the Clearent Connector
- Capturing a Clearent Payment
- Storing Credit Card Data for Future Payments
- Remove a Saved Credit Card
- Disable the Clearent Connector
- Potential Errors
- Braintree
- Add the Braintree Connector
- Capturing a Braintree Payment
- Storing Credit Card Data for Future Payments
- Disable the Braintree Connector
- Potential Errors
- Export Payments
- Edit Payment
- Refund Payment
- Delete Payment
Mobile App User Interface