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Payment Management
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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
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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
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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