Kent Vorland, April 13, 2017
One of the greatest upsides to SmartTrade App are all your choices when it comes to accepting a payment. In short, there are 3 ways you can accept credit card payments via our app:
For our full introductory guide to the SmartTrade Application, please visit How to get started with SmartTrade’s Card Paymant App
When we say “Face to Face,” we are talking about those situations where you are with your customer, either in your office or on-site and they present you with their credit or debit card. Instead of having to lead them to, or carry around a chunky card reader, all you have to do is scan their card with SmartTrade App’s card scanner. Here are the steps to complete the payment:
Pro tip: If you are not in front of your computer, but you need to take a card payment over the phone, you can do this via the app as well. Turn your phone on speaker phone, exit the phone screen and open SmartTrade App. Follow steps 1 through 7 above and tap the keyboard icon in the upper right corner. While your customer is on speaker, you can add their card details manually into the application and charge them, no matter where you are, as long as you have an internet connection.
With SmartTrade App you can process Card Not Present (CNP) transactions securely over the phone. This can be done directly through your online dashboard, or even directly through the app (please see the Pro Tip under “Face to Face”). There are two different ways of taking the payments over the phone, depending on whether you have already created a job for the payment, or if you don’t have a job open and just want to process the payment. Here are the steps:
Pro Tip: Create a job for the payment before processing cards. This way you will already have the invoice ready in one click, all the details for the job and when you click “Get Paid for this Job” you will go straight to the total amount and you’ve taken the payment in the blink of an eye.
A paylink is a secure, unique link you can email to your customers which gives them the opportunity to pay you for a job by entering their own card details. Some customers often feel much more comfortable entering their card details themselves, rather than giving them away over the phone. This option is included in your SmartTrade subscription. In order to utilize, you simply follow these steps:
Pro Tip: If your customers are reluctant and perhaps not to familiar with terms from the payment industry, such as PCI compliance, tell them you can send them a paylink. Many feel much more comfortable with this as it allows them to be in control of the card processing and gives a similar experience to that of online shopping. A feeling most of us are used to and have no problems with.
Not only do we allow for all the above payments, but because we want you to be able to track everything in SmartTrade, you can also track cash payments. Follow the steps above to the point where you see the “Cash” option. Select this option and the amount will be calculated towards your total in SmartTrade App dashboard for you to track and manage everything using only SmartTrade App.
Pro Tip: If you receive bank transfers, track these as well by recording them as cash in SmartTrade App. This will track the payments towards your month totals. You can simply add to your notes in the specific job that this was not a cash payment, but bank transfer.
Download SmartTrade App directly from the app store now: