Payment settings

You can choose three payment methods in Crittah to collect your payments when jobs are complete.

• Credit Card
• Cash
• Account

To configure payments you can navigate to Admin→ Administration and select "Payment Configuration" under the Finance section. Select the payment types you would like to use by checking the boxs next to each option. There are further options if you select Credit Card payments. These options are described under "Credit Card Payments" below.

Credit Card Payments

Credit card payments can be collected directly in Crittah through the driver app and the web. You also have the option to charge credit card processing fees. Credit card fees will be calculated from the total amount owing and then added to the total amount owing when charged to the credit card. For example, if a job came to a total of $100.00 and you had configured a Visa credit card fee to be 2% the customer would be charge $100+$2=$102.00 on the card.

You can also take deposits for jobs in Crittah by credit card. To set this up you just need to select a default invoice or receipt template to use for generating the receipts or invoice after the deposit is taken. This invoice or receipt will then be sent to your customer when the deposit is paid. Deposits can be taken from the job view screen by selecting the Edit→Pay Deposit option in the job view screens sub menu or if you have configured customers to confirm their job by email. More details regarding confirmation by email can be found in the Mail template section of this help.

To pay for jobs and invoices by credit card you you will also need to setup your eWay credit card payment gateway.

The screen shot below shows you how to set this up. 

Cash Payments

If you decide to select the cash payments options this will allow your drivers to receive cash for the job and record this in the Crittah app. When the driver clicks on the "Pay" button from the job view screen in the mobile app they will have the option to select Cash and enter the amount of cash received. There is a reconciliation report for you to use to view all cash payments and check each cash payment off once the driver has handed in the cash they received from the customer.

Account payments

If you decide to select the account payments options this will allow your drivers to complete a job and the job will be automatically generated and set to a status of new. Only customers configured to be on account can have jobs automatically invoiced when complete. Setting a customer to "On Account" is configured under the customer view/edit screens. If you have cash and or credit card payments configured, customers who are set to "On Account" will not be able to pay with credit card or cash.