When Clearent Payments is enabled, employees can capture payments manually or automatically. The following guide will detail both methods of payment while in the field.
How to capture manual payments in the field
While on the ESC Mobile Tech application, navigate to the Invoicing screen of the Dispatch with a due balance.
1. From the Invoicing screen, choose the Payments tab, located at the top of the screen.
2. On the Balance screen, click the Edit button to the right of the Credit Card method of payment you will use. Verify the Amount to be billed is correct or make adjustments if needed.
3. Once the amount is correct, choose the link for Enter Manually.
4. You will be navigated to a new Enter Manually screen, where you will then provide the following information: Card number, expiration date (MM/YY), and Security Code.
- Note: If using AVS, you will also need to provide Billing Address information.
5. Once the payment information has been provided, and Billing Address if required, click the Pay Now button.
How to take swipe card payments while in the field
While on the ESC Mobile Tech application, navigate to the Invoicing screen of the Dispatch with a due balance.
1. From the Invoicing screen, choose the Payments tab, located at the top of the screen.
2. On the Balance screen, click the Edit button to the right of the Credit Card method of payment you will use. Verify the Amount to be billed is correct or make adjustments if needed.
3. Once the amount is correct, choose the link for Swipe Card.
4. After the Swipe Card button has been selected, and a compatible card reader is connected, you will swipe the card when prompted. Once swiped, a processing payment message will appear.
- Note: If using AVS, Billing Address information will be automatically provided by what is entered as the Customer's Billing Address information.
5. Once the card has finished processing, you will return to the payments screen.
This concludes how to take a payment in the field with Clearent Payments.
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