Administrators
Delete a credit card
Navigate to the Contact or the Company. Under Accounting you will see an Edit Button. From there you can select Delete. **Keep in mind you then cannot track how much money spent on a specific card and it would be better to rename the payment method ...
Credit Card Transaction Error: 5030 Unable to Locate Transaction
This is a USIO Error when an imported Token is incorrect or not found. Please reach out to the success team to see if there is an additional token that can be used. If there is not one then you will need to contact your customer for a new CC or ACH
Issuing a Refund
HOW TO ISSUE A REFUND Go to the Accounting tab Click on Transactions Click on the Transaction You Would Like to Refund Refund It will then ask you how much you want to refund, clicking "Set Refund Payment Amount" will set the amount to the ...
Bulk Payments
Bulk payments can be done in the Accounting tab. On the top right, click Bulk Payments. There, you can submit bulk payments by filling out the information for each row in the table.
Auto Draft With a Credit Card
AUTO DRAFT WITH A CREDIT CARD If auto-draft is selected, the credit card will be charged automatically on the next billing cycle/ when the next invoice is generated. Your customer will receive an email stating that the invoice is paid, as well as a ...
Declined Credit Cards
DECLINED CREDIT CARD If the card was declined and a new card is entered, the invoice will have to be sent out manually. The new card will be saved and used toward future invoices for that subscription. The way we store payment methods is via ...
Popular Articles
Creating Tasks
WEBVTT - This file was automatically generated by VIMEO 0 00:00:04.100 --> 00:00:07.300 So today I'm going to show you how to create a task within Workhorse. 1 00:00:08.500 --> 00:00:11.300 Over here on the left. We have a task tab, so 2 00:00:11.300 ...
Service Calls - For Admins
So today I'm going to show you how to create a Service call in the system. So the first thing we want to do is come down here to the left. Go down to Service calls. And we're going to create a new Service call. So I'm going to select a new Service ...
Declined Credit Cards
DECLINED CREDIT CARD If the card was declined and a new card is entered, the invoice will have to be sent out manually. The new card will be saved and used toward future invoices for that subscription. The way we store payment methods is via ...
Auto Draft With a Credit Card
AUTO DRAFT WITH A CREDIT CARD If auto-draft is selected, the credit card will be charged automatically on the next billing cycle/ when the next invoice is generated. Your customer will receive an email stating that the invoice is paid, as well as a ...
Bulk Payments
Bulk payments can be done in the Accounting tab. On the top right, click Bulk Payments. There, you can submit bulk payments by filling out the information for each row in the table.