Payments for Service Advisors is a comprehensive look at the Payments feature.
An Introduction to the Payments Course
Service Advisor, Back Office
Payments for Service Advisors
This platform allows for accepting payments on services using two distinct methods:
In Lane (Retail) Payments, using a "swiper" in the dealership.
This course includes two separate units to address both methods.
|PAYMENTS FOR SERVICE ADVISORS / COURSE CONTENT||Payments: Course Introduction|
|Payments, Pt. 1: Why Online Payments?|
|Payments, Pt. 2: Online Payment Workflow|
|Payments, Pt. 3: Online Payments Workflow Variations|
|Payments, Pt. 4: Using the Payments Tab|
|Payments, Pt. 5: Viewing Transaction Details|
|In Lane Payments|
|Payments, Pt. 6: Why In Lane Payments?|
|Payments, Pt. 7: Before Taking Payments|
|Payments, Pt. 8: Find and Verify the RO|
|Payments, Pt. 9: Processing a Credit Card|
|Payments, Pt. 10: Processing Multiple Payment Types|
|Payments, Pt. 11: Processing Other Payment Types|
|ALSO, PLEASE REVIEW||Payments: Card Fraud Prevention Tips|
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