You have options when managing your Pay at Close inspections. For a more in-depth overview of Pay at Close check out this article.
Calendar Icons
There are new dashboard calendar icons to help you keep track of your Pay at Close inspections at a glance.
When a client selects Pay at Close, a blue house calendar icon will appear on that inspection.
When you have been paid by Spectora, the dollar icon will turn green. This way, you can easily track which inspections you have not been paid for, meaning you may have forgotten to publish.
Finally, when Spectora has received payment from the client, the house icon will turn green, allowing you full visibility into the status of these inspections.
Removing or Adding Services
If a client has selected Pay at Close but you need to add a remove services, it will depend on the status the Pay at Close. Check out these tips below on how to handle these situations.
First, check the status "Payments" box on the Inspection Details page.
If the status is “To Be Paid At Closing" / "Processing":
You can remove or add a service, and Spectora will automatically update and resend the invoice to the closing contact with the client and buying agent cc’d.
No need to let the Pay at Close operations team know that you updated the order as we see the same invoice you see.
If the status is "Client completed payment to Spectora for Pay at Close”:
If you removed a service, you must refund the client by check, since the invoice has already been finalized.
If you added a service, you will need to collect payment directly from the client as the additional service is outside of the completed Pay at Close transaction.
Canceling Pay at Close
Your client may change their mind and no longer want to use Pay at Close. This will depend on the status of the inspection.
If the inspection report is NOT published:
We can cancel the Pay at Close payment method on our end.
Please contact the Pay at Close operations team at payatclose@spectora.com ASAP so we can remove this payment method and the client will be able to select a new payment method in their client portal.
If the inspection report is published and you have already been paid by Spectora on behalf of the client:
Because you have already been paid, payment is due to Spectora directly from the client.
Let us know at payatclose@spectora.com and we will coordinate directly with the client to collect payment for no additional fees to them.
If you have any questions or feedback, write in to our chat bubble or email support@spectora.com!