Payment via Traction

Payment via Traction

You no longer want to take the customer's credit card information over the phone? Do you want to send a deposit request for a quickly sold vehicle where the customer is not in person? Traction now offers the ability to request payment with the Stripe platform. If you want to have this module which is offered for free, you can write us and we will be happy to connect it.

How to send a payment *always from the customer's file*.
1. In the 3 points, you have the option: Payment list





2. Click on the green Request a Payment button and a window will appear







3. Choose the method of sending either by email or text or both. Make sure that the fields are filled in the customer's record, otherwise it will not be possible to send. ID Traction is normally used to indicate the invoice number or contract number.

4. The customer will receive these messages









5. If you are requesting payment for an opportunity (in this case a vehicle sale), you must use the 3 dots to the right of Sales Opportunity and follow the same steps as above.






How to access the payments
1. Tools -> 2. My Payments (only yours) or Payment List (all employees)





3. Full display




4. Filter as needed





5. Icons

a) Expired: the customer has 24 hours to complete the payment. It is always possible to recreate the request if the customer wishes.



b) Complete: the payment went through successfully


c) Complete (1) Normal: if the first attempt failed and the second is passed, you will see the information






d) Consolidate: when the accountant posts the payment, she can come and consolidate. However, only the person who has the role PAYMENT_MANAGER can do this.




e) Mark as read: when the customer is going to make the payment, you will receive a notification and to remove this notification, you have to set it as read. However, you can set only your payments to read.




CANCEL A PAYMENT
When the status is still open, you can cancel the payment request instead of waiting 24 hours




RECEIPT CONFIRMATION
The customer will be able to receive a confirmation of payment and print the receipt




PRINT RECEIPT






PAYMENTS
The customer now has the option to pay in 4 installments (Afterpay) or pay in full (credit card). You will receive the total amount even if the customer wants to make 4 payments.

    • Related Articles

    • Voicemail with Traction

      Don't have a receptionist? Want to have a voicemail and manage it in Traction, now it's possible! You must contact the Traction team to configure your voicemail :) For those who have PBX access, we can assist you. The same principle as a call note ...

    • Facebook Page

      Many of you have one or more Facebook pages. At the moment, the configuration only takes into account business pages and not personal pages. If you want to connect your Facebook page to Traction, contact us directly so that we can start the process ...

    • Web opportunities

      This module will allow you to see all opportunities created via a web request (Form, Email, SMS, External supplier, Facebook, Chat). If you want to see by lead type separately, you have the options: All opportunities / In-store opportunities / Call ...

    • Quotation by email

      Program your email templates via Traction. When the salesperson wants to send the quote, the sales contract, the worksheet by email, he will be able to do it with this icon. However, before sending an email, the administrator must make a template ...

    • New Release - November 28

      Improvement of the Search section - Search for a client - Search for an opportunity - Search for a work order (Lautopak only) - Search for an inventory or a customer product Search history - Last customer search - Contact the client with the icon - ...