Record Payments in MyBlindCo

Managing payments effectively is essential for running a smooth and organized window treatment business. With MyBlindCo, recording and tracking customer payments—whether by credit card, check, or cash—is a simple and intuitive process. This guide will help you understand how to:

• Process credit card payments through MyBlindCo Pay
• Record payments like check, cash, or other credit card
• Track deposit statuses and access detailed payment reports

By following these steps, you’ll ensure your payment records are accurate and up to date, providing a seamless experience for both you and your customers. Let’s get started!

Record Payments in MyBlindCo

Credit Card Payment through MyBlindCo Pay:

• In the Receive Payment page, enter the customer’s credit card information into the Card Number, CVV, and EXP Date fields.
• Click Receive Payment
• After running the customer’s card once, the information will automatically be stored in MyBlindCo. Come time for final payment, you won’t have to re-enter their CC.
• You will see that their credit card is stored directly under the customer’s information on the Receive Payment page: Previously Used Cards

Check or Cash Payment or Other Credit Card:

These methods record payment, but do not process payment. If you are recording payment with a credit card, without using MyBlindCo Pay, this is simply to record that you received payment *NOT to process payment. Note that there is no place to enter credit card information.

• If you are recording payment for Check/Cash, or Other Credit Card, simply tap the corresponding tab next to MyBlindCo Pay within the Receive Payment Page.
• If you are running a deposit: MyBlindCo will automatically produce the deposit amount for you.
• If you are receiving partial payment: In the Amount field, enter the amount you are receiving.
• Toggle the Send Payment Confirmation Email to On (turning it green) if you would like the customer to receive a signed payment confirmation.
• Click Receive Payment and an alert will pop up notifying you that “Your payment has been Recorded“
• You will be taken to a Payment History page where you can see all of the recorded payments this customer has made.

Track Deposit Status:

• In the Orders tab on the main menu, locate your customer.
• Look to the status column to know if this customer has paid their entire deposit.
  • Deposit Received: You have received the required deposit amount in entirety.
  • Awaiting Deposit: You have NOT received the entire required deposit amount.

For more detailed information on customer payment status:

• These reports provide an in-depth summary of a specific customer’s payment history.
• Click on the Reports tab on the main side menu, then click on Customer Summary.
• Click on the Payment Status report, or the Sales By Customer report.

Have questions?
(703) 738-9933
info@myblindco.com