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Accept Cash Payments

Record cash payments for appointments in your ServiceForge calendar.

Updated over 3 weeks ago

Not every customer pays by card. The Cash feature lets you log cash transactions, keep your payment history accurate, and generate digital receipts, all without leaving your calendar.


Activate Cash Payments (web app)

  1. Go to Integrations > Payments and select the Cash tile.

  2. Click Connect.

Cash tracking is now live on your account.

Activate Cash Payments (mobile app)

  1. Go to Settings > Integrations.

  2. Tap Cash under payment integrations.

  3. Tap Connect.

You're ready to log cash payments from your phone.

Log Cash Payments (web app)

  1. Open your calendar and click the relevant appointment.

  2. In the details window, select the Payment tab and click New Payment.

  3. Click Take Payment.

  4. Review the payment details. Add services or a discount if needed, then click Continue and Pay.

  5. Select Cash as the payment method and click Pay.

  6. The payment is logged and a digital receipt is generated.

Log Cash Payments (mobile app)

  1. Open your calendar and tap the relevant appointment.

  2. Select Payments from the top menu.

  3. Tap Take payment.

  4. Select Cash as the payment method.

  5. Tap the charge button and confirm with Yes, confirm.

  6. The payment is logged and a digital receipt is generated.

View Past Payments

  1. Open your calendar and click the relevant appointment.

  2. Go to the Payment tab in the appointment window.

  3. All previous payments logged for that appointment will be listed there.

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