Payments Pro - Credit Card Readers

This article is for the Stripe Card Readers that work with the Payments Pro service.

• What are Credit Card Readers?
• How to Collect Payments with the Stripe Credit Card Readers
• Using [Create Payment] Button with a Credit Card Reader
• Using [Collect Payment] Button with a Credit Card Reader
• Partial Payments
• Readying The Card Reader To Receive Payments
• Payment Confirmation Screen

What are Credit Card Readers?

Stripe Credit Card Readers allow you to collect in-person card payments at your counter directly from the Repair Order page.

How to Collect Payments with the Stripe Credit Card Readers

When collecting payments with a Credit Card Reader, you have two options, much like when sending a payment request online.

• Create Payment Button

  • Payment is not associated to a repair order.

• Collect Payment Button

  • Payment is associated to a repair order.

Using [Create Payment] Button with a Credit Card Reader

Once Payments Pro is activated, the next time you visit your repair orders page, you will notice that the [Setup Payments] button has changed to [Create Payment]. 

When your account is enabled for a card reader, clicking the [Create Payment] button will prompt a pop-up window with these options:

• [Send a payment request]

• [Use payment terminal]

When a user clicks [Create Payment] they will be presented with a pop up to do the following.

• Enter a Payment #: This will display as the invoice number on the invoice landing page sent to the shop’s customer.

• Amount: The total dollar amount to be paid by the shop’s customer.

• Contact: Search box to choose the customer to send the payment request to.

• Terminal: Search box to choose the terminal you wish to use.

Using [Collect Payment] Button with a Credit Card Reader

When Payments Pro is activated the next time you navigate to a specific repair order you will be able to click the [Collect Payment] button at the top right.

 

When you click [Collect Payment] you will be presented with a similar pop up as [Create Payment] except the information will be auto-filled with the customer information associated to the repair order.

Partial Payments

You can collect a partial amount to the total amount of the repair order.

• The remaining balance will be reflected in the Repair Order when partial payments are completed.

• When a Repair order has been paid in full, no further payments can be collected on that same Repair order.

Readying The Card Reader To Receive Payments

When [Amount] and [Contact], are filled in, you may proceed to Ready your terminal.

• Select [Use Payment Terminal] when you are taking in-person payments.

• Select the [Terminal] you wish to use.

• Click [ Ready Terminal for Payment]

  • Wait for transaction amount to appear in your terminal.

    

     

     

  • Tap or Insert card

 

Payment Confirmation Screen

When your customer transaction is successful, they will receive confirmation on the credit card reader screen.