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Hello and welcome to the LimoWiz training channel in this video I will show you how to pay a trip in LimoWiz
first let's go to the dispatch icon on top toolbar
click find
this will display the trips for a certain date
assuming we want to pay the first trip in the listing
You have three ways of opening a job
Double click on the trip
or click the Edit or go directly to the payment window
Let's click the Edit button
assuming the parking is now $10.00. Let's type 10.00
and then the price will be updated on the screen
Next we'll go to the pay icon on the top toolbar
Click Pay
the payment window is shown
Trip payment date. Payment type leave it as payment
"How Paid" you have several options in there
check or authorization number if done manually
and the amount to pay
The credit cards that are on file
are shown in the drop down list
for now, let's assume we want to pay only $1.00
in cash
so,
in the How Paid, select cash
Type 1.00 dollar
and click then process. LimoWiz will record the payment for you as shown on the bottom of the screen
and will prompt you if you want to e-mail an invoice
Let's say "No" for now.
Next we will pay the trip via a credit card
So, let's go and clear the "How Paid"
and select from the drop down list
one of the credit cards we have on file for this client
Of course, we assume that the credit card processing
merchant account is already setup in LimoWiz
and we want to only pay $1.00, so you click on the amount to pay
Type $1.00. Here and how paid it is not required
to select how paid; LimoWiz knows that you selected a credit card
click process
and LimoWiz will display in message wether the transaction has been approved or not.
In this case it has been approved. Great! So we click OK
LimoWiz will then record the payment and prompt us if you want to e-mail a confirmation of receipt to the client
Let's click No for now
now, let's say we want to
pay the rest of via check. So, let's go and clear the credit card from the drop down list
select company check
Type in the check number
and the rest of the amount will be 141.75. Click process payment. This will pay the trip then in full.
and the total amount due will be zero
once it is finalized, click the close button
on the payment when do you have some options as you can see that you can pre authorize a credit card transaction
then after the job is completed, you could come back and put an amount
that you want to post authorize for
and click on post authorize button
if you made a mistake
on a credit card charge. Let's say that this credit card is not valid or you made a mistake. Click on it and click the Void option
the issue credit card refund is normallly done after the batch has been done by the credit card processing company
you come back to the payment window, you type in the amount that you want to refund and you type here.
then you click on the issue credit card button
make sure that you adjust the trip for the difference.
The void issued credit basically reverses the
credit option
and if the credit card has been expired and you want to issue a credit for, you can update the credit expiration date by clicking on this button.
delete payment allows you to delete a payment. Now you should not be deleting a credit card payment
unless it absolutely necessary
usually you would use the void sale or issue credit botton
That's it. Thank you for watching!