Payments

GoCardless Direct Debit Payments
A quick summary of Direct Debit Payments GoCardless is the fastest and easiest way to collect payments from customers within Squeegee.  It can be set t...
Wed, 11 Nov, 2020 at 1:49 PM
How to record payments
You can record a payment from a few different places within Squeegee: The job itself from the work planner The customer The owing screen The invoice v...
Wed, 11 Nov, 2020 at 1:49 PM
How do I record a payment?
Go to work planner select the job you have finished tap the pink plus button on the customer overview and select "Done and paid" as shown below: ...
Wed, 11 Nov, 2020 at 1:50 PM
Why cant I record a payment?
One reason could be that an invoice has not  been created for this job, meaning the job can not be marked as done and paid, in the invoicing and payments se...
Wed, 11 Nov, 2020 at 1:50 PM
Setting up GoCardless. (Customer)
Setting up a customer to be charged through GoCardless. Firstly you will need to set up your GoCardless account, if you have not already done this, this l...
Wed, 11 Nov, 2020 at 1:50 PM
Setting up GoCardless. (User)
Setting up GoCardless as the user. In order to set up your GoCardless account through Squeegee go to "Settings"  then go to the "Invoicing ...
Wed, 11 Nov, 2020 at 1:51 PM
Viewing GoCardless Statuses
GoCardless goes through stages before a customer is finalized and accepted in the system. - Once a customer is being set up on GoCardless, their status i...
Wed, 11 Nov, 2020 at 1:51 PM