Providing convenient payment methods is an important step towards increasing customer loyalty. RemOnline allows you to accept payments for work orders by combined methods (for example, card and cash or two different cards), which not only improves the client experience but also helps to increase sales.
There are several ways to do this, let's take a closer look at each of them:
1 Method. Using a prepayment in the work order
When creating a work order, fill in the prepayment system field. Here you can specify an arbitrary amount that the customer pays at the time of creating the work order.
After that, RemOnline will ask you to specify the cash desk to which the payment should be made. This payment will then be displayed in the work order on the Payments tab.
☝️Please note that after creating a work order, the “Prepayment” field is not available for editing. But you can delete it or create several in the work order on the Invoices and payments tab. If the sum of all created prepayments is the same as the total amount of the work order, the payment window does not appear when you close the document. If the amount of prepayments exceeds the total cost of the work order, then when closing it, you must select the cashier from which the overpayment will be refunded.
You can also make a prepayment after creating a work order on the Invoices and payments tab. On the same tab, we can view the already created prepayment for the work order.
Thus, you can make a partial payment for the products and services in the work order in advance and in any convenient way (cash, non-cash or credit card).
The next part of the payment (the remaining amount) for the work order is made directly at the time of closing. You can choose a different payment method, or the same one if the client pays with different cards or at the expense of the client's balance.
After closing the order, all payments are displayed in the Invoices and Payments tab.
2 Method. Using invoicing in the work order
This method involves creating several invoices within one work order, distributing items between them. This allows you to make a combined payment in different ways. To do this, the work order must contain at least two items.
1. Open the required work order and go to the “Invoices and payments” tab.
2. Click “+ Invoice” to create a new invoice. In the invoice creation window, leave only the items that will be paid for on this invoice, and delete the rest.
3. Select the appropriate payment method for this invoice and create it.
4. Repeat the process for other items if you need to apply additional payment methods.
☝️When transferring an invoice to the “Paid” status, you will need to repeat the process of selecting a payment method.
Once invoices are created, they will be displayed in the Finance > Invoices section and in the work order on the Invoices and payments tab.
3 Method. By creating payment links
☝️ To create payment links, integration with at least one payment service must be configured. Learn more about payment links here.
This method allows you to accept several payments for one work order if the client wants to pay with different bank cards.
1. Open the required work order and go to the “Invoices and payments” tab.
2. Click “+ Payment link” in the window for creating a payment link and specify the amount that will be charged first. If necessary, enter additional information in the Payment comments field, and then click Create.
When you create the next payment link, the remaining amount is not automatically calculated, so you need to enter it yourself.
To have the balance calculated automatically, use a public page and online payments on it. This allows clients to pay the necessary amounts on their own, and the system will automatically track the balance to be paid. Read more about setting up and using a public order page in this article.
All created payment links will be displayed in the work order on the Invoices and payments tab or on the Finance > Payment links page.
4 Method. By prepayment + Invoice or payment link
This method allows the client to make a prepayment first and pay the remaining amount later via invoice or payment link.
1. When creating a work order, fill in the Prepayment field, indicating the amount that the client pays at this stage. After that, the system will ask you to select the cash desk to which the payment will be credited.
The prepayment will be displayed in the Invoices and payments tab of the work order.
If you need to make a prepayment after creating a work order, you can do it manually in the same tab.
2. After making a prepayment, the amount that still needs to be paid will remain in the work order.
To pay the balance, you can create an invoice:
Go to the Invoices and payments tab, click + Invoice. In the invoice creation window, leave only those items that will be paid on this invoice, and delete the rest.
If the client wants to pay the balance through a payment link, go to the Invoices and payments tab, click + Payment link and specify the required amount. Alternatively, you can use a public page with connected online payments.