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