In Rentopian, there are a number of ways to take a payment. You can receive a payment directly in your orders where you’ll have the option to Collect Payment in your left hand workflow.
Once you click on Collect Payment a popup window will appear where you can enter the payment information.
If you have connected your credit card processing to your Rentopian account, you’ll be able to process the client’s credit card from here as well through the Authorize Payment or Collect Payment.
When you click Authorize Payment you'll see a window similar to the Collect Payment window where you'll be able to enter the customer's credit card information.
You can also Schedule Payments if you have an automated payment agreement with your customer.
You’ll also have the option below your order total to Make a Payment.
Once you click on Make a Payment, the collect payment window where you can enter the payment information will popup.
If you request a client review their quote or order and you have credit card processing set up, they will be able to submit a payment as part of the order review process.
If you click on the Request Payment option it will send an email message to the customer asking for payment.
In addition to collecting a payment from an order screen, you can also collect payments under the Accounting option in your navigation menu. From the payment page, you'll click Add Payment to log a payment from a customer.
When you click Add Payment you'll be taken to the payment screen where you'll enter the client, payment type, amount, and select which invoice to apply the payment to.
When you click the green Save Payment button, the collect payment window will popup allowing you to confirm the payment.
If you have any questions about receiving payments, please reach out to our team.