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Payment Method Creation Guide

The Payment Method feature in our SaaS enables cleaning companies to create, customize, and manage their payment methods seamlessly. This flexibility allows businesses to cater to their specific needs, whether they operate through their own website or rely on our system for bookings and payment management.

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Introduction Overview Create Payment Method Manage Payment Methods

Overview

The payment method creation page provides an intuitive interface for adding new payment methods. All created payment methods are displayed in a box format, showcasing the details for easy reference. We have included an overview image to highlight the interface and structure of this page.

image for payment dashboard

How to Create a Payment Method

  1. Locate the Create button on the payment methods page. We have an image showing this button.
    2. image for payment dashboard
  2. Click the button to open an overlay. The overlay contains a single item: Create Payment Method. I have an image of this overlay.
    3. image for payment dashboard
  3. Select Create Payment Method to load the creation form. The form includes the following fields:
    • Payment Method Name: Enter the name of the payment method.
    • Payment Instructions: Provide detailed instructions on how the payment should be made.
    • Payment Details: Enter the payment details (e.g., account number, reference ID).
      • image for payment dashboard
  4. Once the details are filled, click the Create Payment button to save the payment method.

After creation, you will see a success message confirming that the payment method has been added. I have an image for this confirmation message.

image for payment dashboard

Important Notes:

  • If the cleaning company subscribes to a plan with Website Management, the payment method will automatically be added to their website.
  • If the company subscribes to a plan that includes Booking Management (hosted by our system), the payment method will only be added to their account and not automatically reflected on their website, even if they have one.

Managing Payment Methods

All payment methods are displayed in a box format with their details clearly visible. Each box has a delete icon for removing the payment method. I have an image of the delete icon.

How to Delete a Payment Method

  1. Click the delete icon located in the box of the payment method you wish to remove.
    2. image for payment dashboard
  2. Confirm the action, and the payment method will be deleted immediately.