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      Process a Text to Pay Transaction in Report Pro

      How to process a Text to Pay transaction through Report Pro

      Things To Note

      • Bolt On Pay must be installed and configured with a compatible payment processor to utilize this feature.

      • It is recommended you customize your preferred Report Pro invoice template before using the text/email to pay feature.

      • The default outgoing Text To Pay message template can be customized. Select Payment Settings under the Settings tab.

      • Each workstation must be configured to accept online payments.

      • A credit card terminal is not required to use Text To Pay.

      How To

      1. Open Report Pro

      2. Select the Home tab at the bottom left of the program

      3. Open the work order in your Management System

        1. Alternatively, you can use the Change Work Order function to load the desired work order.

      4. Select your shop’s preferred invoice template from the left side under the Invoice folder.

      5. Review the invoice in Report Pro after it is generated.

      6. Select Text To Pay from the upper menu located under the Home tab.

        1. A window will display with the total dollar amount due on the work order.

          1. Select OK to send a Text to Pay request for the total amount due.

          2. To send a request for a partial payment, change the dollar amount and then select OK.

      7. Text the Payment Request from the Message Manager window.

        1. A Message Manager window will display with the customer's name at the top.

          1. By default, the conversation thread will be pointed to the customer's cell phone. Select Switch Phone Number to choose a different number from the customer record.

        2. A unique link will be generated for the work order in the email body.

        3. Select Send

      8. The Customer Reviews the work order and submits payment

        1. Your customer will click on the link from the text/email they received on their personal mobile device or computer.

        2. They will review the work order then select the PAY icon located on the top right of the work order.

        3. The customer will enter their Billing and Credit Card information, sign their name in the signature box, and then select the Submit Payment button.

      9. Apply the Online Payment

        1. A notification will appear on the bottom right of any workstation that is configured to accept online payments.

        2. Click Apply Payment on that notification.

        3. The Apply Payment window will display.

          1. Select the payment type if it is not populated.

          2. Select OK to the notification to apply the payment to the work order.