Electronic Payment Setup

Configuration menu > Electronic Payment Setup > PayPros option

When the following checkboxes are checked:

Enable ePayment
Capture and Save Electronic Signatures During Finalize
Capture and Save Electronic Signatures for Estimate Authorizations

The Disclaimer prompt appears. Only the shop owner should accept the terms.

Shop Setup Section

Option	Select this option…
Enable ePayment	To activate or deactivate electronic payments throughout R.O. Writer.
Require use of pinpad for electronic card payments	To require that R.O. Writer connect to an electronic pinpad for electronic payments. When selected You must process card payments electronically via the MagTek device. You must map universal payment types to R.O. Writer payment types. You cannot key in the credit card information of mapped payment types via the Credit Cards button on payment windows. You must use the ePayment button for mapped payment types.
Capture and Save Electronic Signatures for cards where signature is entered	To use the signature capture feature.
Require User Authentication for Batch Settlement	To require the user to login in order to settle batches.
Capture and Save Electronic Signatures During Finalize	To make the customer's signature appear on the final repair order.
Capture and Save Electronic Signatures for Estimate Authorizations	To make the customer's signature appear on estimate authorizations.
Require User Authentication for Estimate Authorizations	To require the user to log in.
Require Electronic Signature Validation	To require the user to accept or reject the customer's signature. Without this option selected: With this option selected:

Terminal Setup Section

When ePayment software has been installed, the installation location displays in this section. Click the Test button to verify that the installation is successful. If successful, the ePay login screen displays and "Success!" displays in the Terminal Setup section.

Configure Payment Types

Click the Configure Payment Types button to display the Payment Types window.

Select the Form Types for ePay Transactions

R.O. Writer has created forms types for estimates, repair orders, and receipts that include transaction information for each electronic payment. These forms

Are installed with 1.31 in the Term folder, which is often referred to as the “Term database”
C:\Users\[username]\AppData\Roaming\Progressive Automotive Systems, Inc\ROWriter\Term
Have an .rpt extension
Include all electronic signatures
Ensure that the appropriate fields and information from any credit card transaction appears in the payment area on the printed form

These forms have been designed for printed estimates and repair orders. Select which one you want to use in the Form Types Configuration setting.

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

*RO and INV Forms

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

The bottom of the RO.rpt forms indicate that this is not an invoice and should not be paid.

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

Estimate Forms

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

Choosing Form Types for Repair Orders

You choose which form types to use for each type of document in the Form Types Configuration setting.

Complete these steps:

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

In the Custom Form File field, type in the name of the form you want to use.
To ensure that the pre-finalized form (i.e., the repair order) prints when you click the Print RO button and the finalized form (i.e., the customer invoice) prints after finalization, enter the form names as follows: USRO.rpt|USInv.rpt
Check the Portrait option if the form is in portrait orientation. Job-based forms are portrait.
Check the Landscape option if the form is in landscape orientation. Non-job-based forms are landscape.
Check the Job based box if the form is job-based. Unless the form name contains “non-job-based”, it is usually job-based. If the form is job-based and this box is not checked, the printed form is blank.

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:
Click OK and your selections are saved.

Printed Transaction Information

If a credit or debit card payment is processed, the electronic payment information appears in its own section on the printed repair orders.

Swiped Credit Cards:

Inserted Chip Cards:

Debit Cards (swipe only):