Remote Payment/Text 2 Pay & Manual CC Entry
In the event a credit card transaction needs to be completed without the credit card present, the most secure way is to use the SEND UPDATE and allow the customer/3rd party to pay online.
From the Repair Order Menu click
1) SEND UPDATE
This will open a pop up. Here either enter an email address or a phone number.
Once the customer receives the text or email they will see 3 options at the top. They will want to choose Make a Payment.
They can complete the process from there following the guided steps to make a payment.
Once the payment is complete you will receive an email letting you know payment has been made.
Manual CC entry
An alternative way to take payment from a 3rd party is to follow these steps:
From an open Repair Order click the green Revisions/Payments/Fees/More button
Then choose Payments
Choose Process CC
Then Manual Payment
Fill in the credit card information
Once all information is entered choose Charge Card.
Once the CC has been charged it will appear on the RO.