Green Valley Landscaping
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Green Valley Landscaping
SM
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Record:
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+ New
⚡ Bulk Charge
⚡ Bulk Process — Approved Charges
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Select bookings with approved charges to process all at once.
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Process Selected
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Stage
Booked
Amount
—
Close Date
—
Owner
—
Service Date
—
Pending Links
—
Charges
—
Payment progress
⚠ No card on file
Send Link
⚡ Quick Link
🔗 Portal Link
🖶 Print
➕ Duplicate
Edit
New Task
Log a Call
⚠
📧 Send Reminder
Record Information
CLOSED
Edit
Close Booking
Re-open
Opportunity Name
—
Account Name
—
Booking Number
—
Client Name
—
Vendor
—
Amount
—
Stage
Booked
Close Date
—
Opportunity Owner
—
Client Email
—
Description
—
Tags
+ Add
Opportunity Name
Account Name
Booking Number
Client Name
Vendor
Amount (total)
Close Date
Opportunity Owner
Client Email
Description
Save
Cancel
Other Bookings — Same Client
Internal Notes
Post Note
Activity Timeline
↻ Refresh
Payment Tools
LWC
↻ Refresh
Awaiting Card / Authorization
Auth Link Details
Client Email
Client Name
Booking ID
Vendor
Amount (optional)
Description
Send Link
Cancel
Send Auth Link to Client
Enter Card — Phone Order
✓ Secure Link Generated
Copy Link
▦ QR
Copied!
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To:
Subject:
Secure Payment Authorization —
From:
Please click the secure link below to review and authorize your payment for this booking. The link expires in 24 hours.
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Card Authorizations
↻ Refresh
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Charges
↻ Refresh
+ Submit Charges
Submit Charges for Processing
Card on File
— select card —
Deposit ($)
Service Fee ($)
Vendor Disbursement ($)
Deposit Note (optional)
Service Fee Note (optional)
Vendor Note (optional)
Client Email (for receipt)
Submit for QC
Cancel
Ctrl+Enter to submit
No charges on record.
New Record
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Booking Number *
Client Name *
Account Name
Vendor
Total Amount
Service Date
Close Date
Client Email
Description
×
Authorization Record
Booking
Client
Amount
Vendor
Client E-Signature
No signature on file
Card Details
×
Card Number
—
Expiry
—
Name on Card
—
CVV
—
Closing in
60
s —
do not screenshot
📞 Phone Order — Enter Card
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Card Number
Cardholder Name
Expiry Month
Expiry Year
CVV
Keyboard Shortcuts
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${[ ['/','Focus booking search'], ['Ctrl+Enter','Submit charge form'], ['Esc','Clear search or close'], ['?','Show this help'], ['Ctrl+P','Print current booking'], ].map(([k,d]) => `
${d}
${k}
`).join('')}
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or
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