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CreditReboot Assisted Payment

As at 21 Sep 2021
[vc_column_text]This workflow defines the process undertaken by staff when taking a Square payment from a client.[/vc_column_text][/vc_column][/vc_row][vc_row][vc_column][vc_custom_heading text=”Process Document Filing” google_fonts=”font_family:Cabin%3Aregular%2Citalic%2C500%2C500italic%2C600%2C600italic%2C700%2C700italic|font_style:400%20regular%3A400%3Anormal”][vc_column_text]The following outlines the process and syntax used when filing documentation in the Zoho CRM in regards to Square payment receipts, or any other receipts received from the client.[/vc_column_text][vc_column_text]

  1. File location Zoho/CONTACT/Client Name/Note/Attachment 
  2. File name Syntax = PayRec <client name><date>  
  3. Set OT Subject = TY Letter to Client

 

EXAMPLE 

ZOHO/CONTACTS/JANE DOE/NOTES/ATTACHMENT 

PayRec_Jane Doe_20.09.2021 

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  • A client wants to make a CreditReboot Assisted Payment
  • Admin / Accounts to take payment via the preferred Payment Gateway (Square)
    • Logon to Square and Search / Add client as a customer
    • Add in Details of Credit Card and Amount for payment
    • Securely Store Card Details in Zoho CRM
    • Submit / Process the Payment
    • Email Payment Receipt to client and document in Zoho CRM
  • Proactively offer Auto Payment as New Preferred Payment Method of CreditReboot (see Process flow on Client Request for Auto Payment)
  • Accounts / Admin to set OT to confirm receipt of payment in CR bank
  • Accounts to send TY Email to the client via Zoho Mail Template, Note in Zoho CRM

[/vc_column_text][/vc_column][/vc_row][vc_row][vc_column][vc_custom_heading text=”Workflow Diagram” google_fonts=”font_family:Cabin%3Aregular%2Citalic%2C500%2C500italic%2C600%2C600italic%2C700%2C700italic|font_style:400%20regular%3A400%3Anormal”][vc_single_image image=”3291″ img_size=”large”][vc_column_text]Diagram Legend: 

Dark Green – Start of Process 

Dark Peach – Conditions 

Light Green – Manual Process 

Light Orange – Sub-Process 

Blue – End of Process

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