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Card payments and invoices

Check card charges, fix or retry a declined card, refund a payment, send an invoice, remind clients about unpaid ones and mark one paid.

  1. 1 Check your card payments Every card charge in one place, and what to do when a card is declined. Video 0:36
  2. 2 Take a deposit when clients book Charge part of the price when a client books, for every cleaning or just the ones you pick, like move-outs. Video 0:42
  3. 3 Let clients pay in full with Apple Pay or Google Pay Clients can pay the whole cleaning when they book, with Apple Pay, Google Pay or a card, instead of saving a card for later. Video 0:48
  4. 4 Refund a card payment Give back all or part of a card payment through your own Square or Stripe, and your client gets a receipt from you.
  5. 5 Let clients pay by bank account (ACH) Clients pay from their checking or savings account through your own Stripe or Square, for a much smaller fee than a card.
  6. 6 Take Zelle, Venmo, Cash App and checks Show clients the other ways you take money, with your handle to copy, and mark the invoice paid when it arrives.
  7. 7 Give a client account credit Add credit to a client's account, or give a refund back as credit. It pays first on their next cleaning, before their card.
  8. 8 Number your invoices in order Give each new invoice the next number, like INV-1001, with your own start and number.
  9. 9 Answer a chargeback with your evidence pack When a client disputes a card payment, you hear right away on every plan. On Grow and Pro, Busy Book puts your proof in one PDF to upload to Square or Stripe.
  10. 10 Try a declined card again on its own When the charge after a cleaning is declined, Busy Book tries the card again in 3 days and 7 days, then tells you.
  11. 11 Send gentle reminders for unpaid invoices A friendly email and text 3, 7 and 14 days after a cleaning whose invoice still isn't paid. You pick which go out.
  12. 12 Add a late fee to unpaid invoices A flat late fee you set, added once to an invoice that stays unpaid. Grow and Pro.
  13. 13 Send an invoice and mark it paid Send your client the link to pay, or mark an invoice paid when they pay with cash or a bank transfer. Video 0:37
  14. 14 Send clients the right link Which link to send a lead or a client, and where to copy it: your booking link, the card link, the invoice link and their own page. Video 0:55
  15. 15 See who owes you, and how late Every client with an unpaid invoice, by 1 to 30, 31 to 60, 61 to 90 and over 90 days late, with a spreadsheet to download.

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