Are you currently on location and in need of assistance with accepting payment from a client or agent? If so, this article is here to help. We'll go over the various payment options available to you, and guide you through the process of taking payments using your mobile app. Let's get you paid and on your way with ease!
Different Payment Types
You have two convenient and user-friendly options for completing your payments: "Other Payment" and "Credit/Debit Card."
1. "Other Payment"
The available forms of payment for this option are cash, check, on-site Card, and other.
"Cash"- If you receive money in hand, then selecting the "Cash" option would be the best choice. This means that you will receive bills on the spot.
"Check"- If you are handed a written check on-site, then this would be our option.
"On-site Card" - If you are using an external card processor, such as Square, and need to swipe cards, then the "On-site Card" option is the right one for you.
"Other" - If your method of payment falls outside of the options currently available, this option may suit you best.
2. Credit/ Debit Card
This option provides payment options for credit and debit cards.
You must have Spectora Payments set up to access this option.
How to Take an "Other Payment" on the app.
 💡Quick tip: Click on the video above to expand it in another window. |
Click open the inspection on the app.
Hit the "Collect $" box.
Select "Other Payment."
Click on "Payment Type."
Select which payment type.
Enter the amount.
Optional: Add information to the "Internal Notes."
Optional: Enter invoice details into the "Invoice Notes"
Click "Save."
How to Take a "Credit/ Debit Card" on the app.
 💡Quick tip: Click on the video above to expand it in another window. |
Click open the inspection on the app.
Hit the "Collect $" box.
Select "Credit / Debit Card."
Enter the card number.
Input the month and year of the expiration date.
Add the CVC.
Enter the zip code.
Select "Pay."
FAQ
Why is my app not updating to show payment has been made?
In case your app isn't displaying the payment confirmation, just give it a few minutes and try refreshing. If that doesn't work, simply try logging out and then logging back in.
I accidentally input the wrong amount on a credit or debit card. Can I cancel the payment?
Once a payment has been processed, it is not possible to cancel it. However, there are options available to you, such as issuing a refund or charging for any remaining amount.
Can I take payments on the web instead of the app?
Absolutely! Check out this article on how to collect payments through the web.
We do not accept cash payments any longer. Is it possible to remove this option from our Inspectors app?
At this time, there's no way to remove this payment type from the drop-down menu.
If you have any questions or feedback, write into our chat bubble or email support@spectora.com!
