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Home > Shop Boss > Repair Orders > Taking a payment without a credit card present - 360 Payment users
Taking a payment without a credit card present - 360 Payment users
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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. 

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