Invoices, Estimates, Payments

Invoices, Estimates, Payments FAQs: Quick answers for handling invoicing, creating estimates, and managing payments in Service Pro911

If a customer wishes to pay in cash when an invoice is created, can the merchant mark the invoice as paid in the system?

Yes, if a customer pays in cash, the merchant can easily mark the invoice as paid using the virtual terminal feature in Service Pro911.

Is it possible to save customer card information on the Bill Pay Portal for future transactions?

This is a feature we are considering adding to Service Pro911 to enhance user convenience. Stay tuned for updates on this functionality.

Can we include a note in the tips section specifying that debit cards are not acceptable for pre-authorization, even though we already have a message stating "You are only authorizing the credit card"?

Absolutely, in the upcoming build, we will incorporate this feature. Users will find a note clearly indicating that debit cards are not accepted for pre-authorization in the tips section.

Can the app set different tax rates per province in Canada?

Certainly. Our application allows merchants or their agents to set tax rates according to specific provincial standards in Canada. These rates are automatically applied to all estimates and invoices. The app also provides the flexibility to update ta

Can the app identify tax-exempt customers and automatically exclude tax from their invoices?

Our application currently requires manual input to designate customers as tax-exempt. It does not automatically recognize individual customers as tax-exempt, so tax exemptions must be applied manually to each relevant invoice.