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      Process an Email to Pay Transaction

      How to process an Email to Pay transaction in Report Pro

      Things To Note

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

      • Email must be configured in Report Pro before using the Email to Pay Feature.

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

      • The default outgoing Email 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 the Email to Pay feature.

      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 Email 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 an Email 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. Email the Payment Request from the Compose Email Window

        1. The customer’s email will automatically populate if it is entered in your management system.

          1. Manually enter the customer’s email address if required.

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

        3. Edit the email body if desired

        4. Select Send

      8. The Customer reviews the work order and submits payment

        1. Your customer will click on the link from the 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 the 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.