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How to Take Payment Over the Phone
How to Take Payment Over the Phone

Wondering how to take a credit card payment from your client over the phone? Here's how!

Support Team avatar
Written by Support Team
Updated over a week ago

Occasionally, you may need to manually enter a client's credit/debit card information to receive a payment. You can enter their card details while on the phone with them by navigating to the client portal for your inspection. Follow the steps below to take payment.

๐Ÿ’ก Quick tip: Click on the video above to expand it in another window.

  1. Click on the inspection address to open the Inspection Details page

  2. Click "Client/Agent View" in the People box

  3. Click "Pay for your inspection" in the portal

  4. Click "Pay Via Credit Card"

  5. Enter the client's card information

  6. Click "Pay"

That's it! Confirm the inspection has been paid by viewing the Fees & Payments box


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