What's in this article:
- Overview
- Setup & Configuration
- Initiate a Payment Request
- Customer Experience
- Status of a Payment Request
- Cancel a Payment Request
- Resources
Overview
Text-to-pay functionality allows shops to provide a convenient, contactless, experience for customers. The seamless integration between systems ensures fast and easy payment collection, eliminates the need to cross-reference between systems, processes the payment securely, and reduces human effort and likelihood of mistakes.
Payment requests will come from the email and/or phone number all other AutoVitals notifications are sent from in order to provide a consistent experience for customers throughout and after their visit at the shop.
AutoVitals provides integration with 360 Payments for Text-to-Pay.
- Customers can be invoiced a deposit and/or the final invoice through email/text using a credit card instead of spending time at the counter or on the phone.
- The Service Advisor (SA) is able to monitor what payments have been done already successfully and which ones are pending. In addition, duplicate payments are avoided by disabling the submission of a new payment request while a pending one is still open
Note: This functionality works the same way regardless of your AutoVitals package.
Setup & Configuration
From your shop's settings, follow the steps below:
- Select 3rd Party Integrations
- Select Payments
- On the tab for 360 Payments, enter the API Keys (provided by 360 Payments)
- Check the box Active payment system
- Select Submit Changes to save
Initiate a Payment Request
To initiate a payment request, open the RO tile:
- Select the + PAYMENT button
- In the New payment window, select whether you want to send a Text, Email, or Text & Email:
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The Enter Amount field will automatically be populated with the RO’s total
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To send a partial payment request, enter a value lower than the total
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Select Send to send the payment request to the customer via email and/or text message
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Once the payment request has been sent, you’ll see a confirmation. Select the X on the pop-up window to return to the RO.
Customer Experience
When a payment request is sent to a customer, here’s what they’ll see:
Text Message
The payment request will be sent to a customer via text message from the same phone number they already receive text messages from for your shop. After opening the link the in message, they’ll be directed to the payment form to input their required card and address information.
The payment request will be sent to a customer via email from the same email address they already receive emails from for your shop. After opening the link the in message, they’ll be directed to the payment form to input their required card and address information.
Customer Experience
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The customer will receive a payment receipt to their email address if the email address was available at the time the payment was requested. Note " You can resend the receipt by entering an email address after the payment was already made. "
Status of a Payment Request
From the TVP, you can view the status of a payment request from the RO Tile and from within the RO.
Each icon will indicate the payment status on the RO tile:
| Payment Icon | Payment Status |
|
Open: A payment request has been sent, but the customer has not yet paid |
|
| Partial Payment: A payment request has been sent, and the customer has paid, but there is an existing balance on the RO | |
| Paid: A payment request has been sent and the customer has paid the full balance |
Open Status
On the RO tile, the status icon will indicate the payment request has been sent (Open):
To see the payment history, click on the Open icon:
Once you’ve clicked into the RO, you will see the payment status along the top.
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Open: Indicates there is a payment request still open for the dollar value shown
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Paid: Indicates the total paid
Partial Payment Status
On the RO tile, the status icon will indicate the payment request has been sent (Partial Payment):
To see the payment history, click on the Partial Payment icon:
Once you’ve clicked into the RO, you will see the payment status along the top.
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Open: Indicates there is a payment request still open for the dollar value shown
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Paid: Indicates the total paid thus far
Note: If the Paid amount is less than the Work Order Value, only a partial payment has been made
Paid Status
On the RO tile, the status icon will indicate the payment request has been completed (Paid):
To see the payment history, click on the Paid icon:
To view payment details, select Payment Details:
Once you’ve clicked into the RO, you will see the payment status along the top.
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Open: Indicates there is a payment request still open for the dollar value shown
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Paid: Indicates the total paid
Cancel a Payment Request
To cancel a payment request altogether or cancel a payment request so you can make a new one, follow the steps below.
Note: Once any of the CANCEL buttons are selected, the payment request is removed.
From the RO Tile
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Select the payment icon from the RO tile on the TVP to open the Payment History window
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From the Payment History window, select the CANCEL button
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Select Yes to cancel the payment request or No to close the window
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After selecting Yes, the payment request will be removed
From within the RO
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Select the + Payment button
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Select the Cancel Payment Request button
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The payment request will be removed
Void/Refund a Payment
From time to time you may need to void/refund a payment. To do this:
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Select the Paid icon from the RO tile on the TVP to open the Payment History window
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From the Payment History window, select the VOID/REFUND button
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This will take you to the Merchant Login to void/refund the payment
Contact 360 Payment Support
In the event you have an issue with a payment, or need your Merchant Login, please contact the 360 Payments Support Team via email at support@360payments.com