Summary
Efficient payment processing keeps your cleaning business running smoothly. ZenMaid gives you multiple ways to charge customer credit cards and update payment records once cards are on file. This guide explains each method clearly.
Important
ZenMaid does not have a credit card authorization form (as of September 2019). The best option is to utilize the Booking Form as a credit card capture form:
To charge and collect payments by credit card, you must first connect a supported credit card processor to ZenMaid.
ZenMaid, Stripe, and Square do not pre-authorize credit cards (no holds on funds). Stripe and Square only check if the card is valid.
To actually charge a card, it must already be saved to the customer’s profile in ZenMaid.
Marking an appointment as Paid does not charge the customer. It only updates records.
Charging Credit Cards in ZenMaid
1. Charging One or Multiple Cards at Once (Bulk Charge)
The Bulk Charge feature allows you to process multiple customer payments at once.
Go to Scheduling > List View.
Filter for Unpaid Appointments or Unpaid Appointments (exclude $0 price).
Select the appointments you want to charge.
The Actions button will update to Bulk Actions.
Click Charge Credit Cards.
✅ Appointments with a saved card show a credit card icon.
⚠️ If the option is grayed out, at least one selected appointment has no card stored, or your processor isn’t connected.
2. Bulk Charging for Weekly or Monthly Cleanings
For recurring cleanings, you can:
1. Charge each appointment individually.
2. Run a monthly payment in one step by charging all invoices on a single day.
3. Some businesses also charge the total monthly amount to just one appointment in the recurring series.
We have a comprehensive guide on both methods:
Payments via Online Invoices
Invoices are another way to collect payments from customers in ZenMaid.
As soon as payment is made, ZenMaid will automatically mark the associated appointment(s) as Paid.
This option is ideal for customers who prefer to pay their own invoices online rather than having their card charged directly by your team.
Side Note
1. Invoices must be manually generated; this step cannot be automated.
2. Once an invoice is created and sent, customers can pay it online.
3. For more details on sending, tracking, and managing invoices in ZenMaid, please click here:
Additional Notes
An appointment is automatically marked as paid if:
1. The client pays their invoice online.
2. You successfully charge their card on file through ZenMaid.
Appointments paid by card cannot be edited or marked unpaid. For changes, see: How to Adjust the Amount of a Paid-by-Card Appointment.
Marking appointments as paid also updates the customer’s Revenue To Date and Unpaid Balance.
Keywords:
Credit Card Payments, Bulk Charge, ZenMaid Invoices, Online Invoices, Manual Invoices, Payment Processing, Customer Payments, Recurring Cleanings, Weekly Payments, Monthly Payments, Charge Credit Cards, Mark as Paid, Unpaid Appointments, List View, Revenue Tracking, Appointment Billing, Credit Card Processor, Stripe Integration, Cleaning Business Payments, Automated Payment Records.