Collecting payment in Printavo is a simple process for both the shop and the customer. Whether it’s by phone, tablet, or laptop, customers can pay you from any device connected to the Internet directly through Printavo. It’s a secure and fast way to collect payment – making even the smallest shop look totally professional. You can also easily log in-person payments on a job-by-job basis, or by connecting your Square account to Printavo.

In this section, we will cover:

  1. How to request credit card payments
  2. Payment request options
  3. The customer experience of paying through Printavo
  4. How to manually log other types of payment
  5. How to connect your Square account to Printavo

1. How to request credit card payments

Requesting credit card payments in Printavo is done with the click of a button. A quick reminder, before you'll be able to proceed with any next steps in this section, you'll need to make sure you've connected your payment processor to Printavo as covered in 2.4 Connect Your Payment Processor.

When you're ready to ask your customer to pay, you'll simply:

  1. Open the job you'd like the customer to pay for
  2. Click the "Payments/Expenses" tab
  3. Click "+ Payment Request"
  4. Enter the amount of money you would like to request from your customer
  5. Select your request type: None, Email, SMS Message (covered in more detail below)
  6. Add any messages or message templates
  7. Add a payment reminder for the customer if they don't pay after a set amount of days (optional)
  8. Click submit!

Following these steps will add a button with the requested amount of money to the customer's view of the invoice, allowing them to pay with a quick click!

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2. Payment request options

As mentioned earlier, you'll see three options to activate and communicate this payment request to your customers: None, Email, and SMS Message. So what's the difference?

None will simply add the payment button to the customer's invoice without any proactive communication.

Email will add the payment button to the customer's invoice and send them the email composed in the message box.

SMS Message will add the payment button to the customer's invoice and send them the message composed in the message box as a text message (available on the Premium tier of Printavo - requires integration with Twilio as we will cover in 5.2b Twilio (Premium)).

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3. The customer experience of paying through Printavo

What does paying through Printavo look like for the customer? Let's take a look.

Regardless of how you send the payment request to the customer, the customer will end up paying from their view of the quote/invoice. To see the customer's view of the invoice at any given point in the process, simply open a job, click "More Actions" > "Public Invoice View" - and if the green payment button is there, then you've successfully requested payment.

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If you email a payment request the customer will see an email in their inbox with a link to take them to their quote/invoice for payment:

Payment_Email.png

Note: The body of the message is customizable.

If you send a payment request via SMS message the customer will instantly receive a text message with a link to take them to their quote/invoice for payment:

Payment_Text.png

Note: The body of the message is customizable.

4. How to manually log other types of payment

If a customer will not be using self-pay in Printavo, you can still manually log their payments from the "Payments/Expenses" tab on the job. Directly next to the "+ Payment Request" button is the "+ Payment" button. Using this button you can manually enter the amount paid, the transaction date, and the transaction type (e.g., cash, check, etc.), and a description of the payment.

Manual_Payment_on_Job.gif

If you would like to add multiple payments to multiple jobs then you may do so via the customer's profile. Simply click the "New Payment" button, select the payment type, and distribute the relevant payments across the jobs to be paid.

Manual_Payment_on_Profile.gif

5. How to connect your Square account to Printavo

For more information on how to connect your Square account to Printavo, check out our video and article How do I use Square with Printavo?

NEXT: 4.9 QuickBooks Online Sync

PREVIOUS: 4.7 Calendar Management Basics

 

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