Requesting payments through Payments Pro using the Repair Orders screen in Retention Pro.
You can request a payment from your customer via text or email on the repair orders page by using the following options.
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Create Payment Button
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Payment is not associated to a repair order.
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Collect Payment Button
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Payment is associated to a repair order.
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Create Payment Button
When Payments Pro is activated the next time you navigate to their repair orders page you will see that the [Setup Payments] button now says [Create Payment].
When you click [Create Payment] you will be presented with a pop up to do the following.
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Enter a Payment #: This will display as the invoice number on the invoice landing page sent to your customer.
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Amount: The total dollar amount to be paid by your customer.
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Contact: Search box to choose the customer to send the payment request to.
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Description: This will be what displays in the line item section of the invoice landing page that is sent to your customer.
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Delivery Options: Ability to enable or disable the delivery method the request is sent to (Email or Text)
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Text Message Contact (Not editable): This is the text message content that is sent to your customer.
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Confirm: Sends the request based on the delivery methods selected.
[Create Payment] Email and Invoice Landing Page Example
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Email will display your shop logo
Payment confirmation page
When your customer submits a payment they will be directed to a confirmation page where they can view and then print their paid invoice.
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You will receive an email notification of successful payments if you have that enabled on your profile under user settings.
Collect Payment Button
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 a 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.
When collecting payment three options are available:
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Send Payment Request (works the same as in ‘Create Payment’)
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Use Payment Terminal (works the same as in ‘Create Payment’)
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Collect Debit/Credit
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Added functionality to manually input credit card details. This feature will allow shop owners to input credit card information manually instead of using a terminal.
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Customer gain: This was built for new terminal users. Stripe terminals do not have a keypad and do not support manual CC info entry. The use case is for collecting warranty payments which are primarily done over the phone.
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The Collect Credit/Debit feature (aka manual CC input) can only be used with ‘Collect Payment’ button inside of Repair Orders. The feature does not appear when users click ‘Create Payment' from the RO page. This is not possible because a payment intent must already be present in the system. These are created with RO’s.
Payments Status
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When a payment request is sent from a repair order the payment status will display as [Payment Requested].
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When a payment request associated to a repair order is paid then the payment status will display as [Payment Made].
[Collect Payment] Email and Invoice Landing Page Example
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Email will display the your logo
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Invoice will be a more in depth breakdown based on what is included in the repair order that was synced from your shop management system.
Payment confirmation page
When your customer submits payment they will be directed to a confirmation page where they can view and then print their paid invoice.
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You will receive an email notification of successful payments if you have that enabled on your profile under user settings.
