Electronic Payment Forms

R.O. Writer has designed custom forms to include electronic payment information for each electronic payment system that can be integrated with R.O. Writer:

• PayPros ePay Integration
• Merchant Partners First Mile Middleware™ Integration
• OpenEdge XCharge® Integration

NOTE: The electronic payment forms are considered the custom, standard forms for R.O. Writer.

Custom Form Types for Tickets

The form types for tickets (customer invoices) are custom forms that have been designed for printed tickets. Select which one you want to use in the Form Types Configuration setting.

These custom forms are

• Stored in the database by user
• Have an *.rpt extension
• Includes all electronic signatures
• Ensure that the appropriate fields and information from any credit card transaction appears in the payment area

Custom, Standard Form Types That Include ePayment Information

The following table describes the custom, standard form types that includes epay information.

Form	Use For	Layout	Orientation	Prints When You…
USEst.rpt	Estimates	Job-Based	Portrait	Click the Print Est button in the ticket toolbar.
USPO.rpt	Parts-only tickets	Job-Based	Portrait	Click the Print RO button in the ticket toolbar on a parts-only ticket. Prints a finalized parts-only repair order.
USRO.rpt*	Unfinalized repair orders	Job-Based	Portrait	Click the Print RO button in the ticket toolbar.
USInv.rpt*	Finalized repair orders	Job-Based	Portrait	Prints a finalized repair order.
USNJEST.rpt	Estimates	Non-Job-Based	Landscape	Click the Print Est button in the ticket toolbar.
USNJRO.rpt*	Unfinalized repair orders	Non-Job-Based	Landscape	Click the Print RO button in the ticket toolbar.
USNJINV.rpt*	Finalized repair orders	Non-Job-Based	Landscape	Prints a finalized repair order.

*RO and INV Forms

These forms are the same except for the line at the bottom.

RO.rpt forms indicate that this is not an invoice and should not be paid.

INV.rpt forms thank the customer for their business. This is the form that is paid.

NOTE: Estimate forms do not contain payment information because you cannot accept payments on estimates.

Sample USRO.rpt

Sample USInv.rpt

Sample USNJINV.rpt (Non-Job-Based)

Printed Transaction Information for Swiped Credit Cards:

The electronic payment information appears in its own section on the printed tickets.

Printed Transaction Information for Inserted Chip Cards:

The electronic payment information appears in its own section on the printed tickets.

Printed Transaction Information for Debit Cards (swipe only):

The electronic payment information appears in its own section on the printed tickets.

Choosing the Form Types for Electronic Payments

The forms you need to use to include electronic payment information are custom. Therefore, you need to use the custom form type process to select these forms for each ticket type.

Complete these steps:

1. In the Configuration module, click File > Form Types. The Forms Setup window opens.
2. Select CUSTOM FORM at the bottom of the Repair Orders dropdown list.

3. In the Custom Form File field, type in the name of the form you want to use.

   To ensure that the pre-finalized form prints when you click the Print RO button in the ticket toolbar and the finalized form prints after finalize, enter the form names as follows: "USRO.rpt|USInv.rpt"

   

4. Check the Portrait option if the form is in portrait orientation. Job-based forms are portrait.
5. Check the Job Based box.
6. If you want to use the same form type for all repair orders, select Same as Repair Order in all the other repair order dropdown lists.
7. Click OK and your selections are saved.