The Ultimate Guide to Processing Payments in Appliance.io – Made Simple and Fun! 🚀
The current payment methods are as follows:
BlockChyp |
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Financing |
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Manual Entry |
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Credit Line |
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Initiating a Payment 💸
Open the Quote: Find the quote that needs payment.
Hit “Add Payment +”: This opens the payment processing popup.
Choose BlockChyp: Select BlockChyp from the payment providers on the left. Let’s dive into the methods!
BlockChyp - Credit Card 💳
Select Payment Type: Ensure “Credit Card” is highlighted.
Choose a Terminal: Pick the nearest available terminal on your network.
Date Auto-Filled: No need to adjust – today’s date is already there.
Enter Payment Amount: Input the desired amount (the max allowable amount is shown).
Click “Apply Deposit/Payment”: Start the transaction!
Note:
The terminal will prompt the customer to complete the payment.
If the payment covers the full balance, the quote magically converts into an order. 🚜
BlockChyp - Phone Payment 📲
Select Payment Type: Choose “Phone Payment” from the options.
Pick a Terminal: Select the one closest to the salesperson.
Date Auto-Filled: No edits needed.
Enter Payment Amount: Add the desired amount (max allowable amount displayed).
Add Notes: Optional but helpful for documentation.
Click “Apply Deposit/Payment”: Start the process.
Manually Input Card Details: Enter customer’s verbal card info via the terminal.
Note: Fully paid quotes automatically convert to orders! ✨
BlockChyp - Email Invoice 📧
Select Payment Type: Choose “Email Invoice”.
Send Payment Link: Click “Send BlockChyp Payment Link” to email it.
Cancel or Modify: Use “Cancel Payment” to void an active link if changes are needed.
Notes:
Today’s date and billing email auto-fill.
Modify the email if necessary to send the link elsewhere.
Links allow payments from anywhere! No expiration unless canceled manually.
Full payment converts the quote into an order instantly. ☕
Financing Options 💵
You can process payments through Synchrony, Wells Fargo, Acima, or Snap Finance. Here’s how:
Open “Record Deposit/Payment”: Select “Add Payment” from the quote.
Choose Financing Provider:
Synchrony
Wells Fargo
Acima
Snap Finance
Enter Payment Details:
Date: Auto-filled with today’s date.
Amount: Enter the payment amount (max allowable amount displayed).
Promo or Authorization Code: Required for some providers like Synchrony.
Term Length: Add based on the financing agreement.
Quick Entry Options: Use “50% Down” or “Paid in Full” buttons as needed.
Click “Apply Deposit/Payment”: Finalize the transaction.
Full payments convert quotes to orders automatically! 🚀
Notes and Provider Overview
Synchrony: Requires promo and authorization codes.
Wells Fargo: Term length must be entered to finalize the transaction.
Acima: Offers lease-to-own options. Enter the necessary payment and term details.
Snap: Requires the same input as other providers, with term length for installment payments.
Manual Entry Options 🔍
When you need to process payments outside of Appliance.io, manual entry comes to the rescue! Let’s explore the options:
Manual Entry - Credit Card 💳
Select Manual Entry: Pick “Credit Card”.
Check the Date: Auto-filled; adjust if needed.
Enter Amount: Add the payment amount (max limit shown).
Approval Code: Input the code from the terminal.
Add Notes: Optional but useful.
Click “Apply Deposit/Payment”: Done! ✅
Manual Entry - Check 📚
Select Manual Entry: Pick “Check”.
Verify Date: Update if the check was received earlier.
Enter Amount: Add the payment amount (max limit shown).
Input Check Number: Straight from the check.
Click “Apply Deposit/Payment”: Easy-peasy!
Manual Entry - Cash 💸
Select Manual Entry: Choose “Cash”.
Confirm Date: Adjust if needed.
Enter Amount: Input the cash received.
Add Notes: Optional but handy.
Click “Apply Deposit/Payment”: Done and dusted!
Manual Entry - Bank Transfer 🏛
Select Manual Entry: Choose “Bank Transfer”.
Confirm Date: Update if necessary.
Enter Amount: Add the payment amount.
Transaction ID: Include the bank transfer ID.
Add Notes: Optional but useful.
Click “Apply Deposit/Payment”: Success! 🚀
Manual Entry - Write-Off 📉
Select Manual Entry: Pick “Write-Off”.
Confirm Date: Adjust if required.
Enter Amount: Add the write-off amount.
Add Notes: Explain the reason for the write-off.
Click “Apply Deposit/Payment”: Voilà!
Credit Line Payments 💳
Select “Credit Line”: Available under the payment options.
Check Available Balance: Displayed at the top.
Auto-Fill Fields:
Date: Today’s date.
Amount: Auto-fills with the balance due or max available credit.
Add Notes: Optional but helpful.
Click “Apply Deposit/Payment”: Or use “+ Pay Credit Line” for deferred payments.
Notes:
A “NOT PAID” icon will appear until the credit line is paid off.
Payments apply directly to the credit line tile, updating once fully paid. 💰
And That’s a Wrap! 🎉
With these steps, processing payments in Appliance.io is easier, faster, and more enjoyable! Happy payment processing! 👌