Payments
How money comes in
- By card, on the link. The same link the customer approved the estimate on has Pay now for the deposit or the balance. Card payments go straight into your own Stripe account at Stripe's standard rate (2.9% + 30¢ per payment); DoneOnce takes no cut. On a $640 job about $621 arrives.
- Cash or check at the door: Mark paid on the estimate or the job in the office, and it is closed out against the work.
The payments center
The Payments screen shows what is owed, in lanes: Past due, Open, Current, History — and Reports for the period. Amounts are per unpaid invoice, so a subscription shows what the current period owes, never a lifetime total.
Charge everything due
On Past due, Charge everything due catches up the subscriptions whose renewal failed, in one go. It first shows a review — how many clients, the total, and who will be skipped and why (no card saved for automatic charges, card expired, a disputed charge, already tried today, or a card that needs the customer to confirm with their bank). Nothing is charged until you confirm. Each unpaid invoice is then charged on the card the customer saved with their subscription, and the result lists what went through, what failed (with Stripe's reason) and what was skipped. It never runs by itself, the same invoice is never charged twice in a day, and one run takes at most 50 invoices or $25,000 — run it again for the rest. One-time balances are never charged this way: send them a reminder.
Reminders
A quiet quote or an unpaid balance does not sit there for three weeks: reminders go out by email on a schedule, and every attempt is recorded so you can see what was sent and when. (Text reminders are not sent today — email only.)
Receipts
A card payment sends the customer a receipt by email automatically.
Two months free, no card. Setup is done with you, in English or Spanish.
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