Learn how to save a credit card to a customer's profile in the OrbisX CRM for detailers. You can assign multiple users to a client profile and then you can add their card when making a payment. The card will save and you will now be able to select the card under the...
Payments
How to Enable Online Payments
Getting paid is easy and fast in OrbisX CRM for detailers. Learn how to setup and enable online payments in the system. You will need to setup a free Stripe.com account to process online payments. Stripe will be your payment gateway and will handle fraud detection,...
Collect Deposits for Invoices
Depending on how you run your detailing business, you may want to collect deposits. With the OrbisX CRM for detailers, this process is very easy and flexible. From your admin settings, you can choose to charge a fixed dollar amount for deposits (ie. $50 per booking)...
Marking Invoices Paid
Easily mark invoices paid in the OrbisX CRM and you can even add bulk payments for many invoices at once. You have the option to enter offline payments as well as online payments if you have setup your online payment gateway. If you have setup the online payments...