Using PaySafe Solutions Payment Processing
Use PaySafe Solutions with PayGuardian software to process customer credit or debit cards.
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For setup instructions, see Enabling PaySafe Solutions Payment Processing.
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For issues related to PaySafe Solutions, see Contacting PaySafe Solutions Support.
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For more information, see PaySafe Payment Processing FAQs
How PaySafe Solutions and Manage Online work together
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From the Invoice Confirmation screen, select a credit or debit card payment method.
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Swipe the card through the payment terminal.
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The card information is verified by PayGuardianWEB and will be processed.
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You are immediately returned to ALLDATA Manage Online to print to the invoice.
Making a Deposit
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From a Repair Order, click Deposit.
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Select a payment Method that ends with an asterisk (*) >> enter the Amount >> click Pay.
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Note: To add additional payment methods, see Enabling PaySafe Solutions Payment Processing.
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Select Credit Card or Debit Card.
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PayGuardianWEB will pop-up >> click Process Securely.
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Insert or swipe the card through the payment terminal.
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Once the transaction is accepted, review the information >> click Ok.
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On the Receipt Confirmation popup, click Yes to print a receipt for the deposit, or No to return to the Repair Order.
Paying an Invoice
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From a Repair Order, click Invoice.
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Select a payment Method that ends with an asterisk (*) >> Enter a Payment amount >> click Pay.
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Select Credit Card or Debit Card.
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PayGuardian will pop-up >> click Process Securely.
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Using your payment terminal, insert or swipe the card.
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Once the transaction is accepted, review the information >> click Ok.
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Note: After clicking Ok, the PayGuardianWEB popup screen will disappear and the Invoice will pop-up.
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Paying using Pay Later
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Click Pay.
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Select a payment Method that ends with an asterisk (*) >> verify or edit the Amount >> select the Print Receipt check box (optional) >> click Pay.
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Select Credit Card or Debit Card.
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PayGuardian will pop-up >> click Process Securely.
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Using your payment terminal, insert or swipe the card.
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Once the transaction is accepted, review the information >> click Ok.
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Note: After clicking Ok, the PayGuardianWEB popup screen will disappear and the Invoice will pop-up.
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Refunding a Payment
Search for and retrieve Invoices
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Click Shop Documents >> Invoice Search.
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To better filter results, enter as much information as available >> click Search.
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Invoices will be displayed.
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Click the green check mark under Open to open the Invoice.
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Refund a Payment
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From an Invoice, click Refund.
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Click the green check mark for the payment you would like refund >> click Refund.
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Note: Only one payment can be selected.
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Click Yes to refund the payment.
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From the PayGuardian popup screen, click Process Securely.
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Click Ok.
