3C Connect has integrated tools to help you collect and track payments from your customers:
- In person directly from the iPad
- Remotely with an online payment link
- From work orders in the 3C Connect web app
- On sales proposals as a down payment
In order to activate payment collection features, you’ll need to set up a payment processor by following these settings:
Adding a mobile payment processor to your 3C Connect account means you can collect and track payments in the field. Follow simple rules when taking payments and they’ll be recorded and linked automatically on each customer’s work order.
Collecting Payments with Square
Square is a payment processing platform that allows you to accept payments through their iPad app or online web app. Technicians can collect payment in the field by installing the Square app from the App Store and connecting to the company account.
Linking payments that are taken with Square is easy:
- Decide on a payment amount with the customer.
- Enter a payment from the work order on the 3C Connect iPad app, and wait before submitting.
- Open the Square app, collect the payment and attach the work order number with a #.
- Submit the work order.
These steps are detailed below.
Decide on a payment amount and add it to the current work order from the 3C Connect iPad app. Note the current work order number. Wait to submit until you’ve finished all the following steps.
Open the Square app and enter the payment amount to charge. Then, click on the Current Sale button.
Click on the custom amount to open more details. This looks slightly different in portrait and landscape orientations.
Enter a payment note that includes a single work order number beginning with a #. Don’t include more than one # symbol in a Square Payment Message. Example Payment Note: Payment for Work Order #169131.
Click save, then finalize and collect the payment. Return to the 3C Connect app and submit the work order.
The payment will be linked when viewing the work order on the 3C Connect web app.
How Payments are Linked
If the payment is collected on Square and the work order number has been added appropriately in the Square Transaction notes, then a 3C Connect payment will still be added to the work order. We recommend always entering a matching payment amount in the 3C Connect iPad app before submitting because it ensures the payment will be tracked accurately. This is a good habit for technicians since it could be confusing to record payments for some types of transactions and not others.
If no payments are found in 3C Connect, one will be created and linked.
Example: $100 dollars collected in Square for work order #123.
If payment amounts match within 8 hours in 3C Connect and Square, they are linked.
Example: $100 dollars collected in Square for work order #123. $100 also recorded in 3C Connect App on work order #123.
If more than one payment has been created, dispatchers on the 3C Connect web app will be alerted.
Example: $100 dollars and collected in Square for work order #123. $100 also recorded in 3C Connect App on work order #123. Another $100 recorded in 3C Connect App on work order #123, perhaps as a cash payment or by error.
If payment amounts do not match between Square and 3C Connect, a new payment will be created and linked in 3C Connect.
Example: $100 dollars and collected in Square for work order #123. $125 also recorded in 3C Connect App on work order #123. $100 dollar payment will be recorded on work order #123, totaling $225 recorded in 3C Connect.
Online Payment Links
Want to allow your customers to pay online from the comfort of their own homes? You can send them a payment link when viewing their work order in the 3C Connect web app.
Copy the link to send by email, text or whatever means is most convenient.
They will only be able to see the total due for the current invoice.
Customers can choose to pay in full, or pay a custom amount that doesn’t exceed the outstanding balance.
Dispatchers in the office will be alerted when a payment is completed..
Note: if you have QuickBooks synchronization enabled, this payment will be automatically be added to be synchronized to the work order if that particular work order was already synchronized.
Payments in 3C Connect
You can process credit card payments when editing work orders in the 3C Connect web app. Note that the work order must be created and saved first. Only then can you edit it and process payments on it.
Collect payments in the office by editing a work order and processing a credit card in the Payments section.
Manage a customer's saved payment methods from their View Customer page.
Down Payments on Sales Proposals
When editing a sales proposal, a down payment can be added. These payments will be carried over to the newly created work order once a package has been selected by the customer and finalized by the salesperson.