A comprehensive guide on how to use GeoPay
Before using GeoPay please refer to our 'Connecting to Stripe' Article to get your account linked to Stripe to allow for easy use.
It is important to note that the country you set in Stripe will automatically be detected and show in the settings for GeoPay. For Australian clients, put in your ABN number in the settings, so that your invoices will be tax compliant. The same goes for NZ GST numbers.
Once you're connected, there are some final setup steps before you can send a GeoPay. For Australian customers
First, add your parts and charges to the job.
Second click "Collect GeoPay", this will be followed by a prompt asking 3 things:
Do you want to pass on the transaction fee to your client?
Would you like to send Geopay Via SMS
Would you like to send GeoPay via Email
Once you've ticketed your options click the send payment button and your client will be sent a message prompting them to make a payment.
Via Email it will look like this:
Via SMS it will look like this.
By clicking the 'Make Payment' button they will be prompted to put in their credit card details.
Once done the initial invoice will transform into a tax receipt.
The payment will be stored in stripe and reconciled in GeoOp, ready to be pushed through to you account system if you are set up with one.
If you want to find the invoice inside GeoOp it can be done by going to the 'Time & Parts' tab, clicking on the GeoPay Line item and clicking on the URL:
All Australian Credit cards when making GeoPay payment has a transaction fee of
2.75% + 30 cents. All Non-Australian Credit cards when making GeoPay payments will be 3.40% + 30.
We are still making improvements to GeoPay, so we encourage you to contact support with any questions about upcoming improvements and ideas you would be interested in seeing implemented into the current GeoPay system.
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