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      Process a Text to Pay Transaction

      How to Process a Text to Pay Transaction with Bolt On Pay

      Things To Note

      • You can easily send an invoice through Report Pro and Process a Payment with Bolt On Pay

      • You will need Report Pro, Message Manager, and Bolt On Pay open.
      • If you have an invoice open in your shop management system Report Pro will load the invoice in your view.  if not, or if you desire a different invoice, you can always use the switch work order feature.

      How To

      1. Open your Report Pro software

      2. Make sure your Message Manager software is open

      3. From Report Pro, select the Change Work Order button on the header menu

        1. Choose the invoice you wish to send for text payment.

      4. From Report Pro

        1. Select the invoice type you would like to view from the menu on the left

        2. Review the Invoice

        3. Select the Text To Pay button from the header menu

          1. From the Message manager pop-up window

            1. Review the message that will be sent

            2. Select the right facing arrow ▶️ on the bottom of the pop-up to send

      5. The Customer will receive a text message containing a link

        1. From the Customer's mobile device

          1. Select the link contained in the text

          2. Review the invoice

          3. Select the Pay option on the upper right-hand corner of invoice

          4. From the Pay link

            1. Review personal information

            2. Under Payment method

              1. Select the Edit payment button

              2. From the Enter Payment Info pop-up

                1. Fill out card information

                2. Select OK if correct or Cancel to cancel

              3. Sign the invoice with finger or stylus in the signature field

              4. Select the SUBMIT PAYMENT FOR $XXXX button

      6. You will receive a notification on your shops computer that the invoice has been paid

        1. Select this notification

        2. This will open the Apply Payment to Shop Management pop-up window in Bolt On Pay

        3. From the Apply Payment to Shop Management pop-up window

          1. Review payment information

          2. Select Ok to apply or Cancel to cancel