A technician completes an estimate today, the repair is scheduled for next week, and the customer wants the company to keep a payment method available so the final invoice can be paid when the job is finished. Another customer enrolls in a monthly HVAC maintenance plan and expects the same...
Deposits and Final Balances Online: How to Avoid Duplicate Authorizations and Accidental Full Captures
A customer approves a service estimate, receives a deposit link, and pays part of the project cost. Weeks later, the work is complete and the office sends the final invoice. This sounds simple, but online deposit payments become risky when the billing system cannot clearly distinguish what was invoiced, authorized,...