Paying on Customer Balance (Birdie)

Step-by-Step Instructions


1. Enter Birdie App on your device. 

2. On the Navigation Tab at the top left, click, and scroll to Customer Lookup.

3. Enter the Customer Name.

4. Once customer profile is pulled up, click "Pay on Balance" on bottom of the screen.

5. Select what payment type you will be using, "Credit, Cash, Gift Card, Check".

6. Enter the amount in the center of the screen of how much customer is paying OR use buttons on the bottom to either pay "Current Balance" or "Last Invoice". 

7. Once payment type and amount has been entered, click Apply. 




NOTE: You can add notes before saving payment and use the Card Saved on File if there is a card saved.