In Fields Payment Set Up Guide

In Fields Payment Set Up Guide

In-field Payments


In Field Payments allows you to take payments whilst on the go. Perfect for when servicing a customer and they wish to pay straight away.

Prerequisites:

  1. Service Technicians must have “Complete Service Jobs” option toggled ON in GPS Insight.

    1. In GPS Insight > Navigate to Personnel tab on the left-hand side > There will be a drop-down tab called “Personnel’ click on this to drop it down. > All of your personels names will be in blue, click on the personnel you wish to give “Complete Service Jobs” to. > click EDIT > Scroll down to Manage Device Settings > Click > Toggle On "Allow to Complete Service Jobs" > scroll to the bottom and Save.

    2. You MUST repeat these steps for every personnel you wish to have this setting turned on.

  2. Customers must be Matched and Linked previously for the invoice to generate in Spenda.

  3. Customer must be in a Customer Class that is NOT batch billing and MUST have trading terms.

    1. To perform In Field Payments, we need to ensure some customer classes are set up to allow the Service Jobs to be invoiced correctly.

    2. In Synkd: go to Customer Classes tab > Check your existing Customer Classes for Service Customers. 

      1. Do you have a class which has trading terms which is not a batching class? It will require “Show in Service” as well. Some examples of Customer Classes for Service members are “Regular Service Customers” and “Cash on Delivery”.
        The images below show how these Customer Classes should be set up. 
        Regular Customers can have trading terms: Days after Invoice Date, Day of Current Month, Day of Following Month and Days After Current Month. The trading terms days and credit limit are up to your business discretion. Ensure Batch Billing is not toggled on. Ensure Show in Service and Show in POS are both toggled on. If all these requirements are filled, you can skip to the “How to Perform In Field Payments” section.




      2. If you do NOT have Customer Classes like these set up, please click “New Customer Class" > Name your Class (Examples: Cash on Delivery Customers and Regular Customers) > Give a description > Account Customer Prefix and invoice prefix (Examples: Cash on Delivery can be COD, Regular Customers can be R). The prefix will precede the invoice number and Account Customer Number.

      3. Select Post as Debtor.

      4. Select your trading terms. If it is Cash on Delivery select Cash on Delivery and move to the next step. If it is Regular Customers select one of the following trading terms: Days after Invoice Date, Day of Current Month, Day of Following Month and Days After Current Month. Select the Days and Credit Limit.

      5. Leave Batch Invoicing Toggled OFF.

      6. Select Show in POS and Show In Service

      7. Click Save.

      8. Repeat these steps if you wish to have multiple customer classes for different trading terms.

      9. Once you're done, please go to this link: https://support.spenda.co/support/synkd/ShowHomePage.do?articlestatus=published#Solutions/dv/244707000028065378/en to see how to perform an in-field Payment. 


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