Navigator E-Checkout is an additional product that allows payment of invoices to be paid by credit/debit card using a secure web portal via email link sent to the customer. Currently supported areas are:
Vehicle sales order deposits
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This user guide explains how the integration works and how to use it
- Requesting the product
To request the product simply fill out the form on the link below and someone will be in touch shortly
Insert request form link
Below Is an example.
For service, we need first to invoice job and then to click on “Email” button as shown below
On click of this button an email will be sent to the customer for them to pay an invoice for the Job by a card.
Once the customer has paid the invoice, the Notes tab will update to reflect the status as shown below
3. Vehicle sales
For vehicle sales, the on raising of a sales order there is an option Pay deposit via email as shown below
N.B: If digital signing is setup and enabled, it will also send a contract to sign via email.
Once the customer has signed the document the History tab on the enquiry screen will update
to reflect the status.
The digital signing product works very well in conjunction with Navigator E-Checkout
With this enabled you can request both electronic signature and payment from the customer electronically and contact free!