Remote Payment
Remote payment is a function that allows your customers to pay their bills online. To enable this, you must first have a 360 Payments account. See article here for details on setting up.
Shop Manager's Remote Pay feature allows customers to pay for their services via the Shop Manager repair order, shared through any means you wish: email, text, or sending the link to the repair order another way.
In this article we will explain how to use this valuable function.
- Activating Remote Pay (Available Through 360 Payments)
- Using Remote Pay
Once the 360 Payments account is connected in Shop Manager, you will see a new option on the Merchant configuration settings to activate Remote Pay:
When you click "Activate" you will be asked for your Remote Pay credentials, these credentials are provided by 360 Payments. If you do not yet have your credentials for Remote Pay, please contact 360 Payments here: https://360payments.com/account-support/
Once you have your credentials, click the Remote Pay "Activate" button and submit your info:
As long as the API keys were entered correctly from 360 Payments, you are good to go: the page will show "Connected" and you can start gathering payments remotely!
You can disable Remote Pay at any time. When you submit the confirmation modal, Remote Pay will no longer be available to customers visiting Invoices with a balance due. You can reenable anytime.
Once enabled, Remote Pay will be available on any Invoice in that shop with a balance due. It is not available on Invoices that are fully paid. If you'd like to collect payment while the RO is still in a Work Order or Estimate status, you may request a Down Payment, for more information on down payments, click here.
Any time you share an RO with a customer, you have the option of editing the default copy.
For email, the default message is:
For text, here is the default message:
You may customize this copy in the email or text message before sending.
When a balance is due on an invoice, and you share the RO with the customer (or they revisit an existing link), they will see a "Checkout" option for both desktop and mobile views of the repair order:
The checkout procedure is customized to Desktop and Mobile view. This example covers the mobile workflow.
The checkout page has three sections: the Balance Due, Payment Information, and Billing Information. These fields do support AutoFill.
All fields are required and the customer will not be able to submit their payment without them. Error messages will appear for missed fields to assist. These requirements also ensure the lowest fees.
NOTE: Contact 360 to help make sure your settings are enabled for highest security and lowest fees.
Once all fields are entered the customer may click "Pay with Card," where they will then be prompted to complete a Captcha and provide their signature. Errors with payments will not submit the form, they can update their payment information and try again.
A successful transaction graduates the customer to a success page that shows the payment receipt and allows the customer to email the receipt:
When they arrive back at the repair order, they see the bill is fully paid, along with the transaction details:
If they have an email address entered, they will receive the customary electronic invoice and payment confirmation, same as the staff side workflow. The RO will then show as paid, or if a down payment was taken instead, you would see that amount deducted off the balance.
The RO will appear in green on the Closed Jobs page. This allows you to track whether a job is good to go, or is still pending payment.
- Everything light green is fully paid and ready to roll (remote pay or otherwise).
- Everything white needs to drill in to understand the payment status.
This page updates in realtime if you want to watch or check on payment status: no growlers or email notifications needed.