With Inspect Point Payments, it’s quick and easy to process a charge for a proposal, inspection or work order from the back-office application. Whether your customer has a card or bank account on file, or you’re entering a new payment method, you can charge them with just the click of a button.
This article will explain the initial steps required for all four methods of charging a customer, as well as the unique steps for each screen (inspections, proposals, invoices, and work orders).
In order to use this functionality, your account must have Inspect Point Payments turned on, and backend payments enabled:
Additionally, any backend user who wants to be able to charge customers needs to be granted permission.
To grant this permission, navigate to Backend Users in the Settings page.
Next, search for and click on the desired user’s name to edit their settings. Scroll down and under the Permissions section, check the box next to Manage & Process Saved Customer Payment Methods. Once turned on, click Update to save these changes.
Once turned on, click Save at the bottom of the screen to confirm this change.
These two actions - managing & processing saved customer payments, and enabling backend payments - are required to charge a customer on either an inspection, proposal or work order. The following sections will look at each method in detail and the unique steps required to ensure each work properly.
Charging a Customer From an Inspection
The first way to charge a customer in the backend is on an inspection. To do so, navigate to your desired inspection and click the Collect drop-down to reveal the Payment button.
Clicking this button will open the Payment modal where you can charge the customer. Cards or bank accounts on file at this building will appear in the Payment Method drop-down. If no card has been saved yet, then a section for entering a new payment method will appear. You also have the option to add a new payment method even if a card has already been saved at this building.
Once a payment method has been added, enter the amount that will be charged to the customer.
Then check the security box and click submit to process the transaction. Afterwards, a green box will appear saying the payment has been processed successfully.
Back on the Inspection Detail Screen, we can now see an invoice has been automatically created for this Inspection. There are two points to note here:
- Users no longer have to manually create an invoice for inspections, work orders, and proposals. Simply collect payment from any of these screens and an invoice will be made for you!
- Once an invoice has been created OR payment has been collected from an inspection, work order, or proposal, payments can only be viewed from the related invoice. All related items will appear underneath the “Quick Actions” on each screen (Create, Generate Report, Collect, etc). Moreover, hovering over Collect will display a message saying “Invoice already created. See related items.”
Charging a Customer From a Proposal
The next way to charge a customer in the backend is on a proposal. Like with Inspections, navigate to your desired proposal and click the Collect drop-down to reveal the Payment button.
For proposals, the amount that will be charged will reflect the proposal total; if a down payment has been taken, the amount will be adjusted accordingly.
Submit the payment and you will see the green success message at the top of the screen.
Again, this will automatically create an invoice related to this proposal. Like with inspections, you cannot collect another payment from this proposal once the invoice has been made.
Charging a Customer from a Work Order
The process for charging a customer on a work order is similar to the other workflows. Find your desired work order. Open the Collect menu. Click Payment. Enter your payment method. Submit the transaction.
Charging a Customer on an Invoice
You can also charge a customer directly from an invoice. To do so, navigate to the Collect button on the desired invoice and click Payment.
Like with proposals, the amount that will be charged will reflect the invoice total. Select your payment method and click submit to charge the customer. Afterwards, you will see a green message appear indicating the transaction was successful.
We can confirm the invoice has been paid on the Invoice Listing Screen. Here, the status will say “Paid,” and the Balance will say “$0,” indicating the invoice has been paid in full.
Have questions, or need support? Contact us at firstname.lastname@example.org.