ChartCaddy has the ability to download Square payments and refunds, which can then be applied to specific chart items. In addition client invoices can be uploaded to Square. To link your Square account go to ChartCaddy's Settings -> Organization and click "Process Square" and then jump through Square's hoops.
- In order to see or use the client payment and invoice feature in the system you have to enable it in ChartCaddy (see help pages for this).
- Invoices are posted in ChartCaddy for one ore more clients with the click of a button.
- In ChartCaddy, if
the client isn't paying for their services (ie their parent is) then
- A)
their parent should be listed as a Client Person for the client,
- B)
this person should have a valid email address, and
- C) the client's Bill
Person should be set to that person. This is both for creating invoices
in CC and for matching up payments created in Square and/or Acuity.
- In ChartCaddy, payments
without all their money applied to chart items will not show up on an
invoice. Chart items linked to payments that don't have all their money
applied won't show up either.
- A negative amount should mean the
client has a credit and a positive amount should mean they can be
invoiced.