How To Take Onsite Payments With Tradify Mobile

Who can use this?

Platform: Mobile            Plan: Lite | Pro | Plus            Staff Permission: Invoicing

Instructions

Note: Before you start you will need to make sure you are integrated with Stripe; Using Stripe Credit Card Payments in Tradify

 

To get started: 

  1. Head to you Tradify mobile app and head to the 'Sales' page.
  2. Then from here go to your unpaid invoices and select the one you want to take payment for.
  3. Once in the invoice, Scroll down to the 'Payments' Section and Select 'Take Onsite Payment'.
    (See image below for reference).

    screenshot_20240426_181843.jpg

 

Additional Information

For more info on stripe payment options, see here: Stripe Fees

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