Payments, Part 9: Processing a Credit Card

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COURSE OBJECTIVE:

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

CATEGORY: Payments LESSON 6In Lane Payments: Processing offers some initial guidelines when preparing to accept payments 
AUDIENCEService Advisor, Back Office CERTIFICATION: Payments for Service Advisors



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 NEXT: Processing Multiple Payment Types

HOW-TO STEPS

 1.     Once you verify the amount, and enter the needed info into the fields of the Pay Now screen, make sure that the credit card icon is green,

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2.   Press Pay and then follow the prompts on the credit card terminal.

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3.   Once payment is processed, two copies of the receipt will print to your default printer.

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4.   Have the customer sign one copy and provide the other, along with the copy of the RO to their customer for their records.

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5.  As a backup, the customer will also receive payment confirmation via text and/or email. 

 

 

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 NEXT: Payments, Part 10: Processing Multiple Payment Types

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