Applying Payments To Orders

Why Should I Be Recording My Payments?

Recording your payments is an important step for keeping track of your business’s growth, your finances, and other factors such as commissions and sales. 


Where Can I record my Payments?

We recommend recording payments to be a part of your order completion workflow, with the Completion Wizard on ServiceMonster being the best way to go through all the steps to complete an order. For more information on the Completion Wizard click here. 

Otherwise, there are multiple places you can record payments, including the order page, the schedule, the account page,  and the payment page.

Completion Wizard

When using the Completion Wizard, you can record payments in the “Apply Payments” page. 


Order Page

If for some reason you need to record a payment outside of using the Completion Wizard on an order, you can do so from the order page by clicking on the “+ Payment” button.

This will open up the payment screen where you can add in the information for the payment, click “Run Credit Card” if you are connected with Authorize.Net or Stripe to run a credit card payment through ServiceMonster, or just click Save to record the payment. 


The Schedule

You can easily record a payment from the schedule by clicking on an appointment to open its details in the schedule sidebar.

There you can click on the “Pay” button to open the payment screen. 

This will open up the payment screen where you can add in the information for the payment, click “Run Credit Card” if you are connected with Authorize.Net or Stripe to run a credit card payment through ServiceMonster, or just click Save to record the payment. 


The Account Page

You can record payments for any orders on an account by clicking on the “$ New Payment” button on an account page. 

This will open up a payment page where you can record the payment info and choose what orders that payment applies to. This is great for if your client is paying for multiple orders at once. 


Payments Page

You can see all your past payments and record new payments from the Payments page. You can access this page by clicking on the “Orders” tab in the main left-hand side menu, then clicking on “Payments”

From this page, click on the “+ Payment” button to record a payment. 

Here you can pick an account, add in the payment details, and choose what orders that payment should apply to.