*Please note that at this time payment processing is not available for transactions in the following states: Washington, Idaho, and Michigan.
How to Collect a Credit Card Payment
Open an unpaid work order by clicking on the Work Order # from the Work Orders page.
2. Navigate to the Price card on the Work Order and click the + icon to initiate the process of generating a payment link.
3. Upon tapping the + icon, the Add Payment modal will be displayed. Select the ‘Credit Card’ option and enter the payment amount. By default, the total outstanding balance will be pre-populated within the Amount text box.
If the consumer would like to split the payments between multiple credit cards or payment types, a partial payment amount may be entered into the Amount field.
4. The payment link can be sent to the consumer via SMS by entering their mobile phone number in the Phone input box and ticking the corresponding SMS checkbox. Similarly, the payment link can be sent via email by entering a valid email address in the Email input box and ticking the corresponding Email checkbox.
5. Once all information is properly entered, clicking the Add Payment button will generate a payment link sent to the consumer via the specified delivery methods (SMS and/or email). The link will also be available on the top left of the Price card.
6. The consumer can make a payment via the Checkout.com (CKO) payment portal by following the link provided in the email.
Similarly, the consumer can click on the link provided within the SMS message to go to the CKO payment portal.
7. Once on the CKO payment portal page the consumer must enter their credit card information to complete the payment.
8. Once a payment has been successfully processed, the servicer can view the payment details within the Work Order page by tapping on the Refresh icon on the Price card.
9. If the consumer has paid the balance in full, the payment status will be Paid. In the event a partial payment has been made (and an outstanding balance exists), the payment status will be displayed as Partial. If no payments have been made, the payment status will remain Unpaid.