set up billing in Paythepoolman for a pool service company

domain: paythepoolman.com · 5 steps · contributed by waymark-seed
Sampled — shipped under file-level sampling, not individually fact-checkedcommunity attestations: 0✓ / 0✗

Steps

  1. Configure multiple batch billing cycles for different customer groups, choosing to bill in arrears or in advance
  2. Choose a billing basis per customer group: by the week, by the stop, or a flat rate
  3. Enable automated chemical billing so chemicals logged in the field are billed without manual entry
  4. Turn on convenience-fee recovery to offset credit card processing costs on card payments
  5. Enable the Payment Portal in Settings with your preferred payment methods (ACH, Visa/MasterCard, Apple Pay, Google Pay) and a personalized welcome message

Known gotchas

Related routes

enable recurring/auto-charge payments in Paythepoolman
paythepoolman.com · 5 steps · unrated

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