This is a complete guide to processing a payment with all Payment Methods in Appliance.io
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 that requires payment.
Select “Add Payment +” to access the payment processing popup.
In the popup, choose BlockChyp from the available payment providers on the left.
BlockChyp - Credit Card
Select Payment Type, ensure Credit Card is highlighted.
Choose the closest available terminal within the same network.
The system will auto-fill with today’s date (no need to modify).
Enter Payment Amount, input the desired payment amount. The maximum allowed amount will display below the amount field.
Click “Apply Deposit/Payment” to initiate the transaction.
Optional Notes:
Enter any relevant information to document the transaction.
The selected terminal will prompt the customer to complete the transaction. Once approved, the popup will close.
If the payment covers the entire balance, the quote will automatically convert into an order.
BlockChyp - Phone Payment
Select payment type, choose Phone Payment from the options at the top.
Select the closest terminal to the salesperson.
Today’s date will auto-fill and does not need changes.
Input the desired payment amount. The max allowed payment will display below.
Add any relevant notes for documentation purposes.
Click “Apply Deposit/Payment” to initiate the transaction.
The salesperson will enter the card details via the terminal (only verbal card information should be collected).
Once the payment is complete, the quote will convert to an order if fully paid.
BlockChyp - Email Invoice
Select Payment Type, choose Email Invoice from the top options.
Click “Send BlockChyp Payment Link” to generate and email the payment link.
If needed, click “Cancel Payment” to void the active link and modify the quote.
Once the payment is received in full, the quote converts into an order instantly.
Notes:
The system will auto-fill with today’s date. The customer’s billing email will auto-fill. Modify it if needed to send the link to another email.
The link sent via email allows the customer to make a payment from any device and location. Links do not expire unless manually canceled.
Financing
Synchrony, Wells Fargo, Acima, Snap
This guide will walk you through processing a payment using financing options within the Appliance.io system. The financing section allows you to accept payments through various lenders, including Synchrony, Wells Fargo, Acima, and Snap Finance. Follow these steps to ensure accurate payment processing.
Financing Payment Processing
Open the Record Deposit/Payment popup by selecting the Add Payment button from the quote. Select Financing from the menu on the left-hand side.
Select the Financing Provider
Choose from available providers:
Synchrony
Wells Fargo
Acima
Snap
Enter payment details
Date: Pre-filled with today’s date. No further changes are required for this field.
Amount: Enter the desired payment amount in the amount field. The system displays the maximum allowable amount for the selected financing provider.
If the balance due is less than the max limit, the amount due will appear in two places for confirmation.
If applicable, enter any Promo Code or Authorization Code provided by the financing provider. Input the Term Length based on the financing agreement with the customer.
Use the 50% Down or Paid in Full buttons for quick entry options if needed.
After completing the required fields, click Apply Deposit/Payment.
If the payment completes successfully, the quote will automatically convert to an Order. The order will reflect the financing terms and payment history.
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 Finance: Requires the same input as other providers, with term length for installment payments.
Manual Entry - Credit Card
Manual credit card entry is used when there is an equipment outage or when the transaction is processed outside of the Appliance.io system (e.g., via a BlockChyp online terminal or due to internet outages).
Select Manual Entry from the payment options on the left-hand side.
Ensure Credit Card is selected as the payment type.
The Date field will automatically populate with today’s date. Adjust this date if the transaction occurred on a different day.
Enter the Amount to be charged. The maximum allowed amount will be displayed below the box.
Input the Approval Code provided by the BlockChyp terminal.
Optional: Add any relevant Notes.Click Apply Deposit/Payment to process the transaction.
Once processed, the quote will convert into an order if paid in full.
Manual Entry - Check
The manual check entry allows users to input details from a physical check.
Select Manual Entry and then Check from the options.
The Date will automatically fill with today’s date. Update the date if the check was received earlier.
Enter the Amount to be processed. The maximum payment allowed will be displayed below the field.
Input the Check Number directly from the check.
Click Apply Deposit/Payment to complete the transaction.
If the payment completes the full balance, the quote will convert into an order.
Manual Entry - Cash
Cash payments are manually entered for transactions received outside the standard processing system.
Select Manual Entry and then Cash from the options.
Ensure the Date is correct, and update if necessary.
Enter the Amount of cash received.
Optional: Add any Notes to document the transaction.Click Apply Deposit/Payment to record the payment.
Once applied, the quote will convert into an order if the total balance is paid in full.
Manual Entry - Bank Transfer
Use this option to process payments made via bank transfer or other alternative methods.
Select Manual Entry and choose Bank Transfer from the options.
Confirm or update the Date if necessary.
Enter the Amount of the payment and the Transaction ID associated with the bank transfer.
Optional: Include relevant Notes to provide transaction details.Click Apply Deposit/Payment to complete the entry.
If the total balance is covered, the quote will automatically be converted into an order.
Manual Entry - Write-Off
The write-off option is used when the balance on the order needs to be forgiven or reduced.
Select Manual Entry and choose Write-Off from the options.
Confirm the Date or adjust if required.
Enter the Amount to be written off.
Optional: Include Notes to explain the reason for the write-off.Click Apply Deposit/Payment to finalize the process.
Once applied, the order will reflect the write-off, and the quote will convert into an order if the remaining balance is covered.
Credit Line
This section explains how to process payments using Credit Lines. Credit lines provide flexibility for customers by allowing deferred payments, and this guide will focus on how to apply these payments within the system.
On the payment screen, select “Credit Line” from the menu on the left-hand side. Credit Line will be the only available payment option under this category.
At the top of the payment screen, the customer’s available credit line balance will be displayed.
If the balance on the credit line is less than the amount due, a warning will appear.The date field will auto-fill with today’s date. There is no need to change the date for credit line payments.
The amount field will auto-fill with the balance due. If the balance due exceeds the credit line limit, the amount field will auto-fill with the maximum available credit line amount instead.
You can add any relevant notes in the notes section (optional).
Once all the fields are completed, click “Apply Deposit/Payment.”
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.
