Fees, Payments & Invoices
Set your fees and services, collect payments, send invoices, and connect your payment processor.
77 articles
- Add a New Fee in ISN
- Setting Up and Applying a Transaction Surcharge
- Add a Fee
- Fees Based on Control Values
- How to Add a Discount Fee to your ISN
- Exclude Orders from Square Footage Fee Calculations by Inspection Type or Service
- Searching Fees
- Add Additional Foundation Types
- Applying Square Footage Fee Calculator to Multiple Fees
- Fee History
- Fee Replacement Values
- How To Add Fees From a Custom Control To Your Online Scheduler (v.3)
- Restoring Deleted Fees
- How to Configure Your Mileage Calculator
- How to Add, Edit, and Delete Fees
- Edit or Delete a Fee
- Exclude specific services from your property age calculator
- Add, Edit, or Delete Individual Square Footage Range Calculations
- Add, Edit, or Delete Multiple Square Footage Range Calculations
- Zip Code Fees
- How to Use Square Footage Ranges, or Charge per Square Foot
- Calculating Fees by Square Foot for Services
- Organizing Fees - OFV1
- The benefit of using Services instead of just Inspection Types - OFV1
- Working Hard For The Money; But Making It Easier With ISN (Video)
- Focus on Fees Webinar
- Fee Options & Calculators
- Customizing Invoice Templates
- Adding Taxes To Inspection Services and Fees
- Display Credit Card Icons to the clients
- Edit or Rearrange a Fee
- Inspection Type/Service - Upgrade Notification
- Exporting Legacy (Invoice) data from Inform
- Entering Electronic Payments (Venmo, Paypal, Zelle, Cash App, Crypto, etc...)
- Enable the New Invoice System
- Advantages of the New ISN Invoice System
- Override Who the Email is Coming From for Invoices
- Square Footage Pricing Per Inspector
- Setting up a VA Loan Termite Invoice (WDI) in the new Invoicing System
- Sending an Invoice/Receipt
- Automatically Email an Invoice to Client When Order is Paid
- Coupons while Viewing an Order
- Fees Based on Property Sales Price
- Invoice Templates and Settings
- Send Payment Request
- Send out Email Template with Payment Link once Credit Card processor has been set up
- Sending an Automated Email Notification When a Credit Card Transaction is Performed
- SMS Message when Client Pays
- How to hide Fees in an Invoice
- How to Add a Refund Note
- Refund a Credit Card Payment
- Adding a Percentage Based or Fixed-Rate Coupon to Your ISN
- Post Sale Payment Processing
- Inputting Payment Information
- Void Card Authorization
- Settings -- Office Settings -- Inspection and Fee Settings. What do the selections mean.
- Displaying/Hiding Services on the Online Scheduler and/or Order Form -OFV1 & OFV2
- Assign Specific Inspectors, Inspection Types, Services, and/or Zip/Postal Codes to the Square Footage Fee Calculator
- Cost Centers - OFV1
- Escrow Features
- How to access and download CardConnect monthly statements
- How to View and Understand Credit Card Transactions in CardPointe
- How to Access CardPointe
- How to Get Your 1099-K Form from CardPointe
- Guardian Online Application Process
- How to Enable Email and Dashboard Notifications in CardPointe
- How to Charge Your Client’s Credit Card in the Field
- Authorize.net Transaction Key
- Guardian Inspection Payments: Contact Information
- Guardian Credit Card Processing Setup