Inspection Support

This article illustrates the steps to trigger an email notification when a credit card transaction is performed

Sending an Automated Email Notification When a Credit Card Transaction is Performed

This article is provided as a courtesy for instructions on getting legacy data out of Inform 2015

Exporting Legacy (Invoice) data from Inform

This article will show you how to enter electronic payments in your ISN orders.

Entering Electronic Payments (Venmo, Paypal, Zelle, Cash App, Crypto, etc...)

This article shows you how to enable the new Invoice system in your ISN.

Enable the New Invoice System

This article shows you how to automatically send a paid invoice to your clients!

Automatically Email an Invoice to Client When Order is Paid

This article shows you how you can customize your invoice templates.

Customizing Invoice Templates

This article covers how to void a payment on your ISN.

Void Card Authorization

Setting up Email Events to delivery the Payment Link once the Payment Processor has been enabled

Send out Email Template with Payment Link once Credit Card processor has been set up

This article explains how to enter payment information for an order within your ISN this should be only used if you are not using Guardian Financial as your payment processor.

Inputting Payment Information

How to have ISN SMS/Text you when a client pays for an inspection

SMS Message when Client Pays

This article covers creating an inspector account just for giving quotes.

Create a Quote

This article shows you how to add or remove a coupon to an order in your ISN from the view screen.

Coupons while Viewing an Order

This article covers how to set up percentage based and fixed flat rate coupons in your ISN

Adding a Percentage Based or Fixed-Rate Coupon to Your ISN

This article covers adding credit card payments to an order in your ISN

How to Add a Refund Note

This article covers generating invoices in your ISN

Sending an Invoice/Receipt

Refund a Credit Card Payment

This article shows you how to manually mark an order as complete in ISN.

Manually marking an order as paid

Sydney Honda

Matt Wheeler

Julian Hawkins

Payments and Invoices

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