Making Advance Payments with PayPros

Complete these steps:

1. On the Calculations tab of repair orders, click the Advance Payment button. The Advance Payment window opens.
2. Enter the amount in the Payment Amount field and click the ePayment button. The login screen for PayPros ePay appears.

3. Enter your User Name and Password and click the Login button.

   

4. The ePay Status bar at the very top of the window walks you through the steps to complete the transaction.

5. The customer selects credit or debit and confirms the amount on the pin pad.

   

6. The customer should then process their card on the pin pad.
   • If a card is not mapped in Electronic Payment Setup, a message appears notifying you that the transaction was aborted.
   • If you still want to pay with the unmapped card, you can click the Other Credit Cards button to key in the card details manually.

7. The ePay Status bar indicates that the card information was received.

   

   • You are prompted to obtain an electronic signature only if the Capture and Save Electronic Signatures During Finalize* box is checked in Electronic Payment Setup.
8. The customer should sign the pin pad and press the pin pad's green button.
9. Compare the signatures on the card and the screen.

10. If the green Accept Signature button appears on the window, you must click it to continue.

    

    • The accept or reject signature buttons appear only if the Require Electronic Signature Validation box is checked in Electronic Payment Setup.

11. The ePay Status bar notifies you when the transaction is successful.

    

12. After you complete the payment transaction in ePay, R.O. Writer prompts you to print an advance payment receipt.
13. If you captured an electronic signature, that signature appears on the printed receipt along with the payment information.