Deposits
Record approved deposits and connect them to the estimate, job, or scheduled work.
Connect payment activity to service delivery
Customer Payments
Support approved card or electronic payment options when configured for the account.
Transaction Status
Keep successful, pending, failed, refunded, and disputed activity visible to authorized users.
Refund Follow-Up
Document who can approve a refund and how the related customer and financial records are updated.
Reconciliation
Compare payment activity with invoices, adjustments, and accounting records.
Marketplace Payments
Provider payment and payout workflows require an approved marketplace payment configuration and clear participant terms.
Decisions to make before accepting payments
- 01Choose the approved payment provider and account owner.
- 02Confirm transaction, refund, dispute, and payout responsibilities.
- 03Decide which users can take payments or issue adjustments.
- 04Review customer-facing disclosures and cancellation terms.
- 05Confirm accounting and reconciliation procedures.
NEXT //INTEGRATION QUESTIONS
Review the connection before relying on it
Contact ADMS with the system name, business goal, and information that needs to move so availability and setup requirements can be confirmed.