Login
  1. Home
  2. Poolwerx Guides Home
  3. Payment Management

Payment Management

Accepting Payments

  • Clearing Small Balances in Xero
  • LXV | Pay In Store Vital Job Invoice Process
  • LXV | Bank Transfer Payment Vital Job Invoice
  • LXV | Prepayment Bank Transfer Payment Vital Job Invoice
  • Windcave | Xero | Credit card not present payment via Xero
View all (11)

Managing Payments

  • Managing Bad Debt
  • LXV | Applying Prepayment in Xero against an Invoice from Vital.
  • Xero | Create a Credit Note
  • XERO | Options for Recording a Client Prepayment or Deposit Without an Invoice
  • Xero | Record an overpayment
View all (7)

Daily & Period-End Reconciliation

Windcave Connection & Support

  • Xero | Setup Windcave in Xero
  • Enabling Wi-Fi (or 4G) on Your Windcave Terminal
  • Setting Up Your Windcave Payment Terminal Integration

Card on File Management & Processing

  • LXV | CC On File/Pay Now link Processing Payment Job Invoice in Vital (Invoicing Stage)
  • Vital | Stored credit cards - Overview
  • Vital | Stored credit cards - Using for payment
  • Vital | Stored credit cards - Managing for clients
  • Vital | Stored credit cards - Client self-service (workaround)

Handling Client Balances

  • Managing Client Credits Across the Evolution Platform
  • Managing Xero Credit Balances
  • Managing Retail Store Credits in LightSpeed
  • Client Credit Tracking Sheet
Poolwerx Terms & Conditions
© 2024 Poolwerx Corporation Pty. Ltd.
Contact Us