Take a Payment on an Invoice
Processing a payment collects money on an invoice through your active payment connection. The main route is a payment link: in Request Payment by Link on the invoice, choose Create payment link and ServiceVisit creates a link to the processor's hosted checkout page, where the customer pays on their own device. You can copy the link or choose Email to customer.
For a customer who is with you, choose Take card payment. A technician enters the card in the processor's secure form, and the customer signs on the device to authorize the charge. The charge is for the amount currently due on the invoice, and you can enter an email address to send the customer a receipt.
These routes need a connected, ready payment account and an invoice that is not already paid. Payments received another way are recorded as a separate action.