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Before you collect a paymentIn Get Paid

In Get Paid

When a payment is already in progress

An invoice takes one payment at a time, so it is never collected twice. If a card or bank payment is still confirming, wait for it, then collect what is still owed.

DeskOps — Get Paid › InvoicesExample screen

Start here · On a computer

  1. 1Get Paid
  2. 2Open the invoice
  3. 3Mark paid

When the customer has a card on file, “Charge saved card” sits beside it.

On your phone: Get Paid → the invoice → Mark paid.

The full answer in the docs

In Get Paid

When a customer pays too much

The extra is theirs, so DeskOps holds it as credit and sends nothing back on its own. On the invoice, keep it, refund it the way they paid, or record handing it back.

DeskOps — Get Paid › InvoicesExample screen

Start here · On a computer

  1. 1Get Paid
  2. 2Open the invoice
  3. 3Under the totals, Overpaid

Refund or keep it.

On your phone: Get Paid → the invoice → Overpaid → Refund or keep it.

The full answer in the docs

In Get Paid

Apply credit to an invoice

Open an unpaid invoice for that customer and choose Apply $X credit. Confirm it to lower the balance; no new money is collected.

DeskOps — Get Paid › InvoicesExample screen

Start here · On a computer

  1. 1Get Paid
  2. 2Open an unpaid invoice for that customer
  3. 3Apply $X credit

On your phone: Get Paid → the invoice → Apply $X credit.

The full answer in the docs

In Get Paid

Card fees come out of your payout

Your customer pays the invoice total however they pay; the card fee comes out of your payout. Build card costs into your prices, or turn on bank payments, which cost less.

DeskOps — Get Paid › InvoicesExample screen

Start here · On a computer

  1. 1Get Paid
  2. 2Open an invoice

the fee lines show what each card payment cost you. There is no surcharge setting.

On your phone: Get Paid → open an invoice, same fee lines.

The full answer in the docs

In Get Paid › Invoices

Add a Pay button to an invoice already sent

An invoice sent before Stripe was connected has no Pay button. Add a Pay link resends the same invoice, same number and amount, now payable online; the customer still chooses.

DeskOps — Get Paid › InvoicesExample screen

Start here · On a computer

  1. 1Get Paid
  2. 2Invoices
  3. 3Open the invoice
  4. 4Payment Link
  5. 5Add a Pay link

On your phone: Get Paid → Invoices → open the invoice → Add a Pay link, in the actions under the total.

The full answer in the docs

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