Payments, Part 7: Before Taking Payments

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COURSE OBJECTIVE:

 Payments for Service Advisors is a comprehensive look at the Payments feature.

CATEGORY:

Payments

LESSON 6

In Lane Payments: Before Taking Payments offers some initial guidelines when preparing to accept payments 

AUDIENCE

Service Advisor, Back Office

CERTIFICATION:

Payments for Service Advisors

 

UNIT OVERVIEW:

In Lane Payments refers to the ability of the customer to process a credit card transaction at the Service Advisor's workstation. 

Taking card payments at your desk or In Lane is a fairly easy process. 

As a reminder:

  • Avoid manually keying credit card information into the system as much as possible. 
  • Never take card members over the phone. This opens your store up to liability and chargebacks, which can be very costly. 
  • It's also a good idea to ask to see the customer's driver's license or another form of government-issued identification so that you can ensure that the name on the card and the name of the customer match. Even if you know a customer personally, this safety check is very important.

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 NEXT: Payments, Pt. 8: Find and Verify the RO

Links to All Course Content 

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support@mykaarma.com

 

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