V9 - Using SOS Pay payment methods

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For SOS Pay subscribers, a customer's credit card or bank information can be added in the Payment method section of a payment transaction or new sales receipt. For a new sales order, a credit card can be entered in the Deposit area of the transaction.

 

The two Payment method blocks on the left in the screenshot below show what SOS Pay users can expect to see when SOS Pay - Credit Card or SOS Pay - ACH is selected as the Type on a payment transaction or new sales receipt.  A new sales order's Deposit area, which in SOS Pay can be used only for credit card transactions, is on the far right.

 

 

Clicking the relevant link (either Enter card info or Enter ACH info) opens a pop-up window where you enter your customer's credit card or (for ACH transactions) bank account information. 

 

Adding a new credit card

When Enter card info is selected on a transaction, the pop-up window (shown in the screenshot below) automatically imports from the customer definition the customer name in the Name on Account field, along with the Zip code. Confirm with the customer that this information matches what is on the credit card. Enter the Card Number, Expiration date, and CVV number, then select Verify.  

 

 

If the card number, zip code, or CVV is incorrect, you will see a message stating that the payment is declined. Correct the error and click Verify again.

 

When the card is verified, the pop-up window will close, returning you to the transaction. The Enter card info text will be replaced with text about the card showing the card type, its last four digits and expiration date (such as Using Visa ending in 1234 expiring 12/2025). In addition, a second line appears: a checked box with the text, Keep on file. If your customer does not want your company to retain that information for future use, uncheck the box before saving the transaction.

 

Adding a bank account for ACH payments

When Enter ACH info is selected on a payment or sales receipt transaction, the pop-up window (shown in the screenshot below) automatically imports from the customer definition the customer name in the Name on Account field, along with the Zip code. Confirm with the customer that this information matches what is on the bank account. Enter the Account Number, Verify Account Number, and Routing Number information. From the Account Type dropdown, select one of the following options: Personal Checking, Personal Savings, Business Checking, or Business Savings. Then select Verify.  

 

 

If the routing number is in error, you will see a message notifying you. Correct the error and click Verify again.  If a zip code or other error is detected by Payments Dashboard, a message will pop up, letting you know that the transaction is declined. Correct the error and click Verify again.

 

When the bank information is verified, the pop-up window will close, returning you to the transaction. The Enter ACH info text will be replaced with text stating the customer's Account Type and the last few digits of the Account Number, such as Using Business Checking ending in *972. In addition, a second line is added: a checked box with the text, Keep on file. If your customer does not want your company to retain that information for future use, uncheck the box before saving the transaction.

 

Changing or removing a customer's payment information on file

SOS Inventory allows only one customer credit card or bank account to be kept on file at a time. If you need to change or remove a customer's card or bank account from the system, see Changing the customer credit card or bank account information on file.

 

Removing an SOS Pay payment method

If you want to remove SOS Pay - ACH as a payment method, please contact Support and ask to have this feature disabled. 

 

SOS Pay - Credit Card cannot be disabled by our Support team.