How do I take a card payment with Breezeworks Payments by Finix?

Select the Job where you'll like to create a credit card payment for.  Select Payments then tap Collect payments.  Add line items the same way you would on a regular invoice.  Select Credit card then select Scan card.  Make sure the data is correct before you tap Pay to process the charge.  From there, you will be prompted to Collect your customer's signature.  Once collected, you can send your receipt.

Have more questions? Submit a request


Article is closed for comments.