Efficient payment processing keeps your cleaning business running smoothly. ZenMaid gives you multiple ways to charge customer credit cards and update payment records once cards are on file. This guide explains each method clearly.

ZenMaid does not have a credit card authorization form (as of September 2019). The best option is to utilize the Booking Form as a credit card capture form:

To charge and collect payments by credit card, you must first connect a supported credit card processor to ZenMaid.

ZenMaid, Stripe, and Square do not pre-authorize credit cards (no holds on funds). Stripe and Square only check if the card is valid.

To actually charge a card, it must already be saved to the customer’s profile in ZenMaid.

Marking an appointment as Paid does not charge the customer. It only updates records.

From the ZenMaid Dashboard, click on any of the schedule views except for the Spot Finder.

From the calendar, select an appointment.

With the appointment sidebar opened, you have two options to charge the credit card on file:

With either option, a window will appear where you can select the cards on file, enter an amount, and change the statement descriptor and charge description.

The Bulk Charge feature allows you to process multiple customer payments at once.

For recurring cleanings, you can:

Some businesses also charge the total monthly amount to just one appointment in the recurring series.

Invoices are another way to collect payments from customers in ZenMaid. As soon as a payment is made, ZenMaid automatically marks the associated appointment or appointments as paid.

This option is ideal for customers who prefer to pay their own invoices online rather than having their card charged directly by your team.

From the ZenMaid Dashboard, click on the Contacts icon.

From the All Contacts page, select or search for a contact.

Select the contact to view their profile.

Once in the contact profile page, click on the Billing tab.

Within the Billing tab, click on the Charge card button in the Billing details section.

A pop-up will appear where you can enter the amount, edit the statement descriptor, and update the charge description.

Once everything looks good, click the Charge card button to process the payment.

An appointment is automatically marked as paid if:

1. The client pays their invoice online.

2. You successfully charge their card on file through ZenMaid.

Appointments paid by card cannot be edited or marked unpaid. For changes, see: How to Adjust the Amount of a Paid-by-Card Appointment.

Marking appointments as paid also updates the customer’s Revenue To Date and Unpaid Balance.