Making a payment with Drive SMS

We’re going to walk through how to take a payment using the Drive app’s SMS.

One of the great things about Drive SMS is that you can take a payment at any point in the process—from

the moment you send a repair order all the way through when the invoice is fully completed. That said,

most shops typically collect payment after all services are finished, and Drive SMS makes that process

very simple.

To take a payment, click the Add Payment button in the top-right corner of the screen.

Once you click it, a pop-up window will appear. On this screen, you’ll first select how the customer paid by

using the payment method drop-down. Next, enter the amount paid. Keep in mind that payments can be

partial, so you’re not required to enter the full balance.

After entering the amount, click Add Payment.

A confirmation screen will appear letting you know the payment has been successfully applied, and you’ll

see the updated payment status. From this same screen, you also have the option to issue a refund if

needed. If you click the Refund button, another window will pop up prompting you to enter notes explaining

why the full amount is being refunded.

Once the repair order is completely paid, you’ll see that the remaining balance is $0.

Now let’s talk about Scenario B, when the customer’s credit card is not physically present at the shop.

Using Drive’s integrated credit processor, 360 Payments, you can send a payment request directly to your

customer. This allows them to pay remotely, on their own time. The payment option is available on every

estimate, repair order, and invoice that you send.

To send an estimate, repair order, or invoice, click the Send button. From there, you’ll have the option to

send it by text or email. If either option is missing, it usually means the customer does not have a valid

email address or a valid text-enabled phone number on file.

After selecting how you want to send it, a pop-up will appear showing the message that will be sent to the

customer. You can edit this message before sending if needed.

Once sent, the customer will receive a link. When they click that link, they’ll be able to view the estimate,

repair order, or invoice directly.

In the bottom-right corner of that screen, the customer will see a Checkout button. This button allows them

to make a payment. The customer can choose to pay the full balance or submit a partial payment.

Once the payment is completed, that information is automatically sent back to the shop and applied to the

repair order.