Primary Audience: Administrators
Internal users of all permission levels can now collect payment on behalf of their customers. Payments collected at the time an Order is placed may be processed via ACH, credit card, or loan balance. This functionality adds value in the service Internal Users are able to provide clients.
Two notes to consider regarding User Role and payment collection functionality:
- Salespeople will only be able to collect payment on behalf of assigned clients.
- Associates will only be able to collect payment on behalf of a client assigned to their location.
Follow the steps below to collect a payment for an Order on behalf of a client:
1. Create an Order by the normal process within the Order tab in the Team Hub.
2. Check the “Process payment for this order now” box.
3. Note: “Share with Client” must also be checked in order for payment to be made via the Team Hub.
4. Select “Continue to payment”.
5. Enter the payment method and confirm you have been authorized by the customer to make the transaction.
6. Select “Place Order”.
An internal user also has the capability to collect payment for Invoices, Statements, Bookings, and Add Funds to Prepay on behalf of their clients by navigating to the respective tab on a client’s Account and following the payment method steps shown above.
Example:
A client is on the phone with a salesperson talking through an Order and wants to pay over the phone at the moment. A salesperson can process that Order via the Team Hub on their behalf.
If you would like to learn about using the Team Hub as a point of sale system, check out this Resource Center Article: Team Hub as Point of Sale System.
If you have any questions related to this article or anything else, please reach out to our Partner Enablement Team at help@agvend.com or at 512-812-9399.