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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
- Payments List
- How to Access the Page
- Payment List Tab Layout
- Search Area
- Tabs
- Successful Payments
- Successful Payments Tab Columns
- Successful Payments Tab Individual Actions
- Successful Payments Tab Right-Click Actions
- Failed Payments
- Failed Payments Tab Layout
- Failed Payments Tab Columns
- Failed Payments Tab Individual Actions
- Failed Payments Tab Right Click Actions
- Global Actions
- View Payment
- Add Payment
- How to Access the Page
- Invoice List Page
- View Invoice Pop-up Window
- View Work Order Pop-up Window
- View Customer Pop-up Window
- Add Payment Pop-up Window
- Add Payment for an Invoice
- Add Payment for a Customer
- Add Payment for a Work Order
- Adding Payment Details
- Add a Cash Payment
- Add a Check Payment
- Add a Credit Card (No Process) Payment
- Add a Credit Card Payment
- Add an ACH Payment
- Add a Money Order/Bank Check Payment
- Add a Paypal Payment
- Add a Venmo Payment
- Add a Wire Transfer Payment
- Add a Zelle Payment
- Add a Prepayment Payment
- Add an Autopay payment
- Add a Batch payment
- Add Payment for Deposit
- Credit Memo
- Add a Split Payment
- Add Payment to Multiple Invoices for Same Customer
- 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
- Set up ACH Payments for Clearent
- Potential Errors
- Stripe
- Add the Stripe Connector
- Capturing a Stripe Payment
- Storing Credit Card Data for Future Payments
- Max Transaction Limit
- Disable the Stripe Connector
- Stripe Troubleshooting
- Export Payments
- Edit Payment
- Refund Payment
- Delete Payment
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