This is a complete guide to processing a payment with all Payment Methods in Appliance.io

The current payment methods are as follows:

Blockchyp

Credit Card

Phone Payment

Email Invoice

Financing

Synchrony

Manual Entry

Credit Card

Check

Cash

Other

Account Credit

Credit Line

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Blockchyp

Credit Card

This payment method is the most commonly used.

Start with a quote that has not yet been paid in full.

Select the “Add+” button to open the Payment popup.

These steps will be repeated for every payment method below.

Blockchyp & Credit card will already have been selected from the options shown on the left-hand side.

Terminal name must be filled in with the closest terminal to the customer. Any terminal on the same network(in the same building) can be used.

Date will be automatically filled with todays date. For Blockchyp credit card payments, this date will never need to be changed.

Amount will be empty and the desired payment amount must be entered. There is a max payment for Credit cards and that amount will be displayed below the box. If the balance due is less than the max amount then the balance due will be shown in two places. To learn more about max amounts and payment method settings click here. (link here)

Notes are optional but can be entered with every payment.

Once all fields are filled. Click “Apply Deposit/Payment”

The terminal previously selected will now be ready for the customer to complete the transaction. If the card has been approved the popup will close.

The quote will convert to an order if now paid in full.

Blockchyp

Phone Payment

Blockchyp & Credit card will already have been selected from the options shown on the left-hand side.

Start by selecting “Phone Payment” from across the top.

Terminal name must be filled in with the closest terminal to the salesperson. Any terminal on the same network(in the same building) can be used.

Date will be automatically filled with today's date. For Blockchyp Phone payments this date will never need to be changed.

Amount will be empty and the desired payment amount must be entered. There is a max payment for Credit cards(and phone payments) and that amount will be displayed below the box. If the balance due is less than the max amount then the balance due will be shown in two places. To learn more about max amounts and payment method settings click here. (link here)

Notes are optional but can be entered with every payment.

Once all fields are filled. Click “Apply Deposit/Payment”

The terminal previously selected will now be ready for the salesperson to enter the card details to complete the transaction. If the card has been approved the popup will close. Credit card info should only be accepted verbally. Never write down a customer's credit card details.

The quote will convert to an order if now paid in full.

Blockchyp

Email invoice

Blockchyp & Credit card will already have been selected from the options shown on the left-hand side.

Start by selecting “Email Invoice” from across the top.

Date will be automatically filled with today's date. For Blockchyp Email Invoice payments this date will never need to be changed.

Email will be filled with the customer's billing email address. This can be changed to any valid email address if another party is participating in payment or if a different email is simply preferred.

Once all fields are filled. Click “Send Blockchyp Payment Link”

The popup will close automatically. The customer can then open the link provided in the email to pay for their purchase from any location with a mobile device. These links do not expire.

A warning message will be shown at the top of the quote.

The “Cancel Payment” button can be clicked to terminate the active payment link and make changes to the quote if necessary.

If the customer completes the payment in full the Quote will automatically convert to an Order live.

Financing

Synchrony

Synchrony payments begin within the synchrony terminal and it will be critical to retain some of the info from this terminal.

Blockchyp & Credit card will already have been selected from the options shown on the left-hand side.

Start by selecting “Financing” from the options shown on the left. Synchrony is currently the only option available.

Date will be automatically filled with today's date. For Synchrony payments, this date will never need to be changed.

Amount will be empty and the desired payment amount must be entered. There is a max payment for synchrony and that amount will be displayed below the box. If the balance due is less than the max amount then the balance due will be shown in two places. To learn more about max amounts and payment method settings click here. (link here)

Promo Code, Authorization Code, And Term Length will be copied over from the Synchrony terminal.

Once all fields are filled. Click “Apply Deposit/Payment”

The quote will convert to an order if now paid in full.

Manual Entry

Credit Card

Blockchyp & Credit card will already have been selected from the options shown on the left-hand side.

Start by selecting “Manual Entry” from the options shown on the left. Credit card will have already been selected.

Date will be automatically filled with today's date. Enter the date the transaction was completed. For Manual Entry Credit Card payments this date will possibly need to be changed.

This feature exists for when there is an equipment outage and a transaction is processed outside Appliance.io. Blockchyp online terminal is a backup credit card terminal. Internet outages are another reason.

Amount will be empty and the desired payment amount must be entered. There is a max payment for Credit cards and that amount will be displayed below the box. If the balance due is less than the max amount then the balance due will be shown in two places. To learn more about max amounts and payment method settings click here. (link here)

Approval code is a 4-5 digit code provided when using the online blockhyp terminal. Notes can also be entered in here.

Once all fields are filled. Click “Apply Deposit/Payment”

The quote will convert to an order if now paid in full.

Manual Entry

Check

Blockchyp & Credit card will already have been selected from the options shown on the left-hand side.

Start by selecting “Manual Entry” from the options shown on the left. Credit card will have already been selected.

Select “Check” from the options shown across the top.

Date will be automatically filled with today's date. Enter the date the check was received. For Check payments, this date will possibly need to be changed because a check was received outside normal hours.

Amount will be empty and the desired payment amount must be entered. There is a max payment for Checks and that amount will be displayed below the box. If the balance due is less than the max amount then the balance due will be shown in two places. To learn more about max amounts and payment method settings click here. (link here)

Check Number is taken directly from the check and entered here.

Checks have the unique quality of being able to complete multiple orders with one check.

Once all fields are filled. Click “Apply Deposit/Payment”

The quote will convert to an order if now paid in full.

Manual Entry

Cash

Blockchyp & Credit card will already have been selected from the options shown on the left-hand side.

Start by selecting “Manual Entry” from the options shown on the left. Credit card will have already been selected.

Select “Cash” from the options shown across the top.

Date will be automatically filled with today's date. Enter the date the cash was received. For Cash payments, this date will possibly need to be changed because cash was received outside normal hours.

Amount will be empty and the desired payment amount must be entered.

Cash is placed immediately in a secure location.

Notes are optional but can be entered with every payment.

Once all fields are filled. Click “Apply Deposit/Payment”

The quote will convert to an order if now paid in full.

Manual Entry

Other

Blockchyp & Credit card will already have been selected from the options shown on the left-hand side.

Start by selecting “Manual Entry” from the options shown on the left. Credit card will have already been selected.

Select “Other” from the options shown across the top.

The date will be automatically filled with today's date. Enter the date the cash was received. For Other payments, this date will possibly need to be changed because a transaction occurred that required the company to cover a cost or to use a payment method not listed.

The amount will be empty and the desired payment amount must be entered.

Other Method Description is where the description of the transaction will be entered. It is best to be as detailed as possible so questions can be mitigated at a later date.

Once all fields are filled. Click “Apply Deposit/Payment”

The quote will convert to an order if now paid in full.

Account Credit

Blockchyp & Credit card will already have been selected from the options shown on the left-hand side.

Account Credit will only be visible on the left side if the customer has ANY account credits available. Otherwise, it will be hidden.

Start by selecting “Account Credit” from the options shown on the left. Account Credit will be the only option.

The customer's available account credits will be shown on a tile across the top.

The date will be automatically filled with today's date. For Account Credit payments this date will never need to be changed.

The amount will be empty and the desired payment amount must be entered. This will be limited to available account credits.

Notes are optional but can be entered with every payment.

Once all fields are filled. Click “Apply Deposit/Payment”

The quote will convert to an order if now paid in full.

Credit Line

Credit lines are very complex payment methods and this portion of the guide will only cover processing a payment using a credit line. If you are looking for more info on how to create and manage credit lines click here. (link here)

Blockchyp & Credit card will already have been selected from the options shown on the left-hand side.

Start by selecting “Credit Line” from the options shown on the left. Credit Line will be the only option available.

The customer's available credit line balance will be shown on a tile across the top. If the customer's credit line balance is less than the balance due a warning will appear.

Date will be automatically filled with todays date. For Credit Line payments this date will never need to be changed.

Amount will be automatically filled with the balance due. If the balance due exceeds the credit line balance then the available credit line balance will be filled instead.

Notes are optional but can be entered with every payment.

Once all fields are filled. Click “Apply Deposit/Payment”

The quote will convert to an order if now paid in full.

This is where credit lines differ from all other payment methods. A tile will appear on the order for this credit line.

The tile will contain a “+ Pay Credit Line” button. This button will be used when the customer is ready to pay at a later date. This button behaves identically to the “Apply Deposit/Payment” button.

The “NOT PAID” icon will be present throughout the order till the credit line has been paid off.

Payments will be applied directly to this credit line tile.

Once the credit line has been paid off the tile will update.

This is what a completed credit line will look like.

Instant Rebate

Instant Rebates can be applied to any quote. These are set up in the settings and must be created before they can be applied to any quotes. If you dont see the rebate you need, contact management.

Instant rebates must be applied before payments are completed.

Using an Instant Rebate will deduct the amount shown on the left from the balance due.

Multiple can be used.

Search Box & Page buttons can be used to find the rebate you are looking for.

Click the check box shown next to that name to select one.

Once all fields are filled. Click “Apply Instant Rebate”

The balance due will decrease.

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