If you'd like to pay your service professional through Hemlane you'll want to invite them to the Your Team tab as a user so that they are able to create a Hemlane account to attach their banking information to. If you would prefer to pay them outside of Hemlane, you can either:
1. Add them in as a Service Pro under the Your Team tab (a service professional status does not require them to create a Hemlane account and therefore they are unable to attach any banking information for payments) and record a payment
2. You can simply record a payment and manually enter in the service professional's name (this will allow you to skip adding them to Hemlane entirely).
To add them to your Your Team tab, please view:
- How do I add a new user (manager, owner, agent)?
This article will walk you through adding a service professional as a 'user' to create their own Hemlane account and add in banking details.
- How do I add service professionals (vendors)?
This article will walk you through adding a service professional as a 'service pro'. No Hemlane account will be created for the service professional but does add them your account for assigning to work orders.
To create a payment record to a service pro without adding them to your Hemlane account:
Step 1: Navigate to your Financials tab
Step 2: Select "record a one-time/recurring transaction"
Step 3: Choose "other" from the 'to' drop-down menu and enter in their name in the field below
Step 4: Finish creating and record the payment
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