Training
COURSE OBJECTIVE:
Payments for Service Advisors is a comprehensive look at the Payments feature.
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CATEGORY: Payments |
LESSON 0:
An Introduction to the Payments Course |
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AUDIENCE: Service Advisor, Back Office |
CERTIFICATION: Payments for Service Advisors |
This platform allows for accepting payments on services using two distinct methods:
Online Payments
and
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 |
| Online Payments | |
| 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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