When a work order is done, you collect payment on the Payments tab. Wenmar Pro supports cash, cheque, credit/debit, e-transfer, store credit, and posting to a customer’s account. Card terminals are coming soon.
💡 You’ll need
- A completed work order with a balance due
- For cash or cheque, an open cash drawer
Taking a Payment
Step 1: Open the Payments tab
On the work order, open the Payments tab. You’ll see the Balance Due and the payment methods available.
Step 2: Pick a payment method
Choose from the available methods:
- Cash — Record the amount. If you overpay, you can apply the overage as store credit or give cash back.
- Cheque — Enter the cheque number.
- Credit / Debit — Enter the cardholder name, card type, and last 4 digits.
- E-Transfer — Enter the sender’s name and email. The payment goes into a pending queue until you confirm it.
- Store Credit — Apply the customer’s available store credit balance.
- Send to A/R — Post the charge to the customer’s account (for charge accounts with net terms).
- Other — Bank transfer, financing, and so on.
Step 3: Enter the amount and save
Enter the Amount (and any notes or reference), then click Charge (or Post to Account for A/R).
E-Transfer Confirmation
E-transfers aren’t confirmed until you verify them. Go to the Pending E-Transfers page to see payments awaiting confirmation. For each one, click Confirm (the money arrived), Fail, or Cancel.
Cash Drawer
Before you can record cash or cheque payments, a manager must open the cash drawer with a starting float (usually $150). You can log cash entries (payments, deposits, petty cash) and close the drawer at the end of the day.
Refunds
To refund a payment, open the payment in the work order’s history and choose Refund payment. Enter the Refund Amount and a Reason (overcharge, work not completed, customer dissatisfied, warranty, other), then click Process Refund. The refund goes back to the original payment method.
Store credit payments are refunded from the customer’s Credit tab instead.
Sending a Receipt
From the payment history, use Send Receipt to email the customer a receipt, or Print Receipt for a paper copy.
Sending a Payment Link
To let a customer pay from their phone, use Send payment link on the work order. Pick SMS or email, and Wenmar Pro sends a link with the balance due. The customer pays online without an app.
Tips
- Open the cash drawer first — You can’t record cash or cheque until a manager opens it.
- Confirm e-transfers — A payment isn’t final until you confirm it in the queue.
- Use payment links for remote customers — It’s the fastest way to get paid without a terminal.
Related Topics
- Collecting Payments — The Payments tab on a work order
- How Canadian Taxes Work — Tax on your work orders
Questions? Contact us at help@wenmarpro.com