Technicians' ability to take payments

rmarchman
New Contributor III

Is there a way to disable technicians' ability to take specific payments in the field? We recently added a surcharge to all credit card payments. We don't want our technicians to have the ability to take credit card payments in the field so we can ensure they don't forget to add the surcharge. We still want them to be able to take checks and cash in the field.

1 ACCEPTED SOLUTION

iwarren39
New Contributor III

Sure can! In settings, go to payment and invoice types. Select the appropriate payment type(s) and click on edit. A pop-up screen will show the option to hide it in Mobile.

View solution in original post

2 REPLIES 2

iwarren39
New Contributor III

Sure can! In settings, go to payment and invoice types. Select the appropriate payment type(s) and click on edit. A pop-up screen will show the option to hide it in Mobile.

rmarchman
New Contributor III

Thank you!!