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How to Setup & Use Deferred Payments
How to Setup & Use Deferred Payments

Here's how you can take advantage of Spectora's deferred payments feature!

Mallory Lydon avatar
Written by Mallory Lydon
Updated over a week ago

πŸ›‘ Please keep in mind that at this time, deferred payments are not set up to work in conjunction with ACH πŸ›‘

Deferred payments allow you as a company to collect a client's credit/debit card information without processing the card until some time in the future. This can be a helpful tool for inspectors who want to give their clients more flexibility on when to pay while ensuring that that payment will be received!

❇️ To have this feature turned on, please write into our support bubble and a member of our client success team will turn that on for you on our end.

Note: This is a company-wide setting, meaning there's no option to only enable this on one-off inspections. This will be required on every inspection scheduled, including previously scheduled jobs awaiting payment.


Getting Started

Once this feature is turned on, you can go to Settings > Payments to enable this on your account and adjust your settings for your deferred payments.

πŸ’‘ Quick tip: Click on the video above to expand it in another window.

  1. Click "Settings"

  2. Click "Payments"

  3. Click "Allow deferred payment"

  4. Set the default time to charge for deferred payments

  5. Click "Lock reports until payment has been ran" if you would like to keep the reports locked

  6. Note: The pass credit card fee option is disabled when deferred payments is enabled

Let's look at the "charge at time" option and the "lock reports" option a bit more:

  • Charge At Time: This allows you to set a pre-determined number of hours to run the card, such as "2 hours before the inspection" or "3 hours after the inspection". Up until that time, fees may be added or removed to the inspection.

  • Lock Reports Until Payment Has Been Ran: This gives you the option to decide to keep the reports locked until the payment has been received. If left unchecked, reports will be unlocked after publishing, regardless if payment has been ran yet.

Note: This feature is only available to our inspectors utilizing built-in payments.


How To Use Deferred Payment

Once this is enabled, your clients will have the option to enter their payment details from their client portal the same they would if they were making a standard payment.

Image 2022-04-15 at 1.36.15 PM

Once the client enters their card information, you'll be able to view on the inspection details page that the payment information has been retained and when that card will be run in the Fees & Payments box!

Any time before that date and time, you will be able to add or remove additional fees, remove the card, or manually run the card at an earlier time by selecting the '...' button in that box.

<a href="https://spectora.slite.com/api/files/O78_1VuDpn/image.png" target="_blank" rel="nofollow noopener noreferrer">https://spectora.slite.com/api/files/O78_1VuDpn/image.png</a>

From there, the indicator icons on the calendar and "All Inspections" page will change from red to orange once a payment method has been entered by the client.

We hope this tool allows you to give your clients more flexibility in paying for their inspections, while also helping you have the peace of mind, knowing you'll be compensated for your work!

❇️ To have this feature turned on, please write into our support bubble and a member of our client success team will turn that on for you on our end!


If you have any questions or feedback, write into our chat bubble or email support@spectora.com!
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