The following steps will explain how drivers and dispatchers can use the new payment methods that you set up after signing up with one of our integrated merchant account solutions.
You must set up an account through one of our approved providers first. Contact information for providers is listed next to each company logo below.
https://info.xpress-pay.com/
(607) 753-6156
Step by step payments with Xpress Pay Desktop
https://metricsglobal.com/solutions/#gateway
Paul Huettner
888-891-5445 x 713
Paul@Metricsglobal.com
Step by step payments with Sage/Paya Desktop
https://squareup.com
(800) 474-3902
Step by step payments with Square
Step by step payments with the Dispatch Anywhere for Drivers App
Xpress-Pay
- Highlight/open a job in Dispatch Anywhere and select the Take Payment icon.
- Select the pay method of either Payment Request or Xpress Pay.
- Complete the required fields and select the Take Payment button. Once you hit Take Payment an email will be sent to the customer. The window can be left open or closed, and once the customer completes the Xpress Pay transaction, the call will be marked paid.
NOTE: A receipt from Xpress Pay will be sent to the customer and you will have the option to view and send a receipt from Dispatch Anywhere once the payment has been processed.
Paya Solutions
- Highlight/open a job in Dispatch Anywhere and select the Take Payment icon.
- Select pay method Credit Card.
- Complete the required fields and select the Take Payment button.
NOTE: Once payment has been processed call will be marked paid. You can email invoices and receipts for that job.
Square
- Highlight/open a job in Dispatch Anywhere and select the Take Payment icon.
- Select pay method Square and enter credit card details.
- Select Take Payment.
Dispatch Anywhere for Drivers mobile application
- When you're ready to take payment select the credit card icon at the bottom of the mobile application.
2. Select the plus sign + in the top right corner
3. Select payment option (this verbiage is based on your dictionary setting for payment method) and select Continue
NOTICE
Some Square customers may see a screen to enable additional settings if they haven't connected a square card reader previously. Please enable to continue to process your payment.
4.
Xpress Pay customers enter customer name and email, select process once complete.
Square customers connect your square reader and take the card payment or choose the card not present option and enter the information manually.
Dispatch Anywhere will display a thank you dialog and ask you how you would like to send a receipt to your customer.
If you have an approved Zebra mobile printer, you can print a receipt from your device directly.
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