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ServeManager integrates with Stripe, so you can accept online payments from your customers on invoices and statements.
Get started in ServeManager by creating your first job.
We can make changes to our affidavit templates, or we can build custom documents as needed.
There's no app to install, because the mobile version of ServeManager is an online application just like our desktop website (servemanager.com).
New clients can enter a job from your website.
Log a service attempt from your desktop or mobile device.
Learn how to apply payments to more than one invoice by selecting multiple invoices for a specific client.
First, your ServeManager account must be connected to Stripe to accept credit card payments. Once your account is connected to Stripe, the easiest, fastest and safest way to take credit card payments is to have your customers pay online directly from your ServeManager invoice or statement. To take a payment over the phone, open the […]
When your clients pay by credit card, they can check the Remember Me checkbox, so they don’t have to enter their credit card details for subsequent transactions. Future transactions will prompt them to enter their mobile phone number for verification. Your clients can edit the card on file at anytime. Stripe will store the most […]
Open the invoice, then select Edit. At the top right, select and clear the date field, then Save. Updating multiple invoices Go to the Companies menu, select a company, then select their Invoices tab. Use the checkboxes to select one or more invoices from the list, click the Options dropdown, and select Issue. Click Clear to […]