What's in this article: 

• Overview
• Benefits of the On-prem Integration
• Setup & Configuration
• Initiate a Payment Request
• Customer Experience
• Status of a Payment Request
  
  • Partial Payment Status
  • Paid Status
• Cancel a Payment Request
  
  • From the RO Tile
  • From within the RO
• Void/Refund a Payment
• Demos:

Overview

Global Payments On-Prem 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 the 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 Global Payments. 

• Customers can pay onsite with credit cards via the Global Payments device integrated with AutoVitals.
• 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.

Benefits of the On-prem Integration

• Provides a better, more professional user experience for both service advisor and consumer. (workflow diagram shown below in Payment Flow)

• Eliminates possible human error entries into the card machine when Global Payments does not capture the amount directly from the two PoS solutions mentioned above (no integration).

• This process will capture an electronic signature vs the consumer having to sign the receipt manually and the shop having to staple it to the invoice.

• Consumers will receive an electronic receipt vs a paper receipt. This is a benefit for the shop, as well.

Setup & Configuration

1. Select 3rd Party Integrations

2. Select Payments

3. On the tab for Global Payments enter the XWEB ID, Terminal ID, and Auth Key (Supplied by Global Payments)

4. Click ‘Add Terminal’

5. Enter the Display Name (Can be anything, ex ‘Front Counter’, ‘Back Office’, ‘Ron Swanson - Service Advisor’ etc)

6. XWEB ID, Terminal ID, and Auth Key should be carried over from the 3rd step.

7. Enter Device ID (The Device ID can be found by navigating through the menu on the payment device)
   
   
   

Initiate a Payment Request

To initiate a payment request, open the RO tile:

• Select the + PAYMENT button

• In the New Payment window, select Terminal. The In-Person (Either 360 Payments or Global Payments depending on the provider), and Enter Amount fields will populate the available payment provider, and RO total.

• Click Send

• The payment terminal will prompt the customer to enter card, and authorize the transaction

• When the transaction is complete, the shop employee will see a Payment Completed message

• The Enter Amount field will automatically be populated with the RO’s total

  • To send a partial payment request, enter a value lower than the total

• Select Send to send the payment request to the terminal

• 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

• The customer will receive a payment receipt to their email address

 

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
	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

 

 

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.

• Open: Indicates there is a payment request still open for the dollar value shown

• 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.

• Open: Indicates there is a payment request still open for the dollar value shown

• 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

• Select the payment icon from the RO tile on the TVP to open the Payment History window

• From the Payment History window, select the CANCEL button

• Select Yes to cancel the payment request or No to close the window

• After selecting Yes, the payment request will be removed

 

From within the RO

• Select the + Payment button

• Select the Cancel Payment Request button

• 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:

• Select the Paid icon from the RO tile on the TVP to open the Payment History window

• From the Payment History window, select the VOID/REFUND button

Demos: