Technician Payment Collection Process

Technician Payment Collection Process

• See if the customer has a past due balance.

• Inform the customer of the amount owed.

• Collect the payment from the customer.

• Open invoice.

• Select service tab.

• Click add payment.

• Select an invoice to assign the payment for or choose to enter payment without invoice if payment is for multiple invoices.

• Enter the payment amount.

• Select payment method.

  • Check

    • Select Other

    • Verify Amount.

    • Enter check number.

    • Add Drivers License number to the comment section.

    • Write account number, driver’s license number, and route number i.e., PC01 on front of the check preferably in the memo line or at the top of the check near the address.

    • Turn check in to the office as soon as possible. 

      • Turn into the black mailbox labeled “Checks” in the warehouse where you pick up products.

      • This may include dropping this with a manager in the field to take it back to the office for processing.

  • Card 

    • Select Enter Card Number

    • Ask Customer if they would like to put the card on file for future payments.

    • Select Process Payment

    • Fill out card details

    • Select Apply Payment 

    • Video Process for Card

  • QR 

    • Select Generate QR Code

    • Once the customer finishes select Verify Payment 

    • Video Process for QR

• Inform the customer of their next service.

• Inform the customer of other services we provide, Pool, Lawn, Exterior Cleaning.

• Thank the customer for their business.

Approved by:

Kenneth Baughman

Norman

Joe Henrickson

Steven Martin