To start using Successware Invoice (previously Successware Pay) you must have an account with Successware Payments. Please contact successwarepay@authoritybrandsllc.com for more information on using Successware Payments.
Connecting Invoice to a Credit Card Processor
In order to setup Successware Invoice, a few key pieces of information will be needed from Successware Payments.
If you are using Successware Payments, you will need to gather the API Key, Merchant ID, and Web Token. You can get the API Key, Merchant ID, and Web Token by emailing us at: successwarepay@authoritybrandsllc.com.
Setting up Successware Invoice
Successware Invoice is setup in the Payment Account screen in Platform. To access the Payment Account screen:
1. From the Main Menu, select Setup and click Payment Account.
2. Select Successware Payments. Once you select it, a pop-up window will ask you to confirm that you wish to proceed. Click Yes to continue.
3. Fill in the following fields for Successware Payments:
a. Merchant ID
b. Web Token
c. API Key
Sending the Invoice Link to Homeowners from Mobile
Now that your Successware Payments information has been added to Successware, you can email or text invoices to your customers, and ask them to pay through a link.
1. In Successware Mobile, you will need to open the invoice by tapping on the Pay button from the invoice screen or the main job screen.
2. This will open the Invoice Preview screen.
3. Use the text or email option at the top to send the invoice and a payment link to the homeowner.
4. If there isn't a primary phone number on the customer's account, Successware will ask you to confirm the customer's phone number before sending a text.
a. The payment link will expire in 10 days. If the homeowner does not pay in that time, another email with a new pay link will need to be sent to the homeowner.
5. The homeowner will pay by credit card or ACH.
Sending the Invoice Link to Homeowners from Platform
1. From the All Modules listing, select the Customer Service module, and click on Invoice Manager.
2. Open an invoice.
3. Click the ellipsis at the bottom of the slide out screen, and select Preview PDF.
4. Click the Email Invoice button at the bottom of the slide out screen.
5. Add the customer's email address to the 'To' field, and click Send.
a. The payment link will expire in 10 days. If the homeowner does not pay in that time, another email with a new pay link will need to be sent to the homeowner.
6. The option to Pay the Invoice will be added automatically to the email. Homeowners will be able to pay by credit card or ACH.
Looking for a more interactive course on Successware Invoice? Check out our Learning Management System (LMS)! Our courses are available to all Successware users. If you don't have a sign-in for our LMS, contact us at training@successware.com for a free account.