How to take payments in InspectionPLUS

To take payment for an order you will first need to access the "Inspections" tab and click the $ symbol on the corresponding order. 

• To process a credit/debit card payment select "Credit Card Externally Processed" from the payment type dropdown. 

• The Amount should automatically populate as to what was invoiced to the client. 

• Input the Credit Card Information:

• Card Type

• Cardholder name

• Card #

• Expiration Date

• CVV code

• Billing Zipcode 

• Then select "Record Payment" - Selecting Validate will not actually process the CC payment. 

• To process an ACH payment select "ACH" from the payment type dropdown. 

• The Amount should automatically populate as to what was invoiced to the client. 

• Input the Routing Number and Account number:

• Then select "Record Payment"