Using Worldpay Payment Processing
Use Worldpay to process customer credit or debit cards.
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, go to Setup >> User Options >> Worldpay Card Payments.
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Process a Payment will pop-up >> click Process Payment.
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Complete the transaction by inserting or swiping the card through the payment terminal.
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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Process a Payment will pop-up >> click Process Payment.
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Complete the transaction by inserting or swiping the card through the payment terminal.
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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Process a Payment will pop-up >> click Process Payment.
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Complete the transaction by inserting or swiping the card through the payment terminal.
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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Process a Payment will pop-up >> click Process Payment.
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Complete the transaction by inserting or swiping the card through the payment terminal.
Refunding a Deposit
Search for and retrieve documents
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Click Accounts >> Sales Accounts.
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To better filter results, enter as much information as available >> click Search.
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Documents will be displayed.
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Refund a Deposit
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From the Sales Account screen, click the credit card (CC) icon on the deposit line.
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Click Refund on the Card Payment screen.
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Enter an Amount to Refund that is equal to or less than the Amount Outstanding >> click Refund.
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Verify the Refund Amount >> adjust the Refund Date if required >> click Yes.
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Process a Payment will pop-up >> click Process Payment.
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Complete the transaction by inserting or swiping the card through the payment terminal.