Activating Cyncly Payments powered by Payments Flex
If you are interested in using Cyncly Payments powered by Payments Flex to process credit card payments in your JobRunner or FloorManager database, please connect with your CSM to begin the process.
Processing Immediate Payment
From Customer Payments, select the Account you wish to collect payment from (1). You can:
use the green check box to pull over the entire amount on an invoice (2)
enter the specific amount you wish to take payment for on a specific invoice by entering that value in the “Amount Applied” field (3)
Add an amount directly in the payment amount field to take a payment that is not applied to a specific invoice (4)
Click the Payments Flex button to process a payment for the desired amount (5).
Select Process Payment:
If you wish to process a card using manual card entry/card not present, from the CARD tab (1), enter the card info (2), ensure the zip code is correct (3) & click the purple PAY button (4):
If you wish to process a card using the terminal, click the Terminal Tab (1), select the terminal from the drop down (2) and click PAY (3)
This will send payment info to the terminal and you can proceed with tapping or inserting the chip of the card to process payment.
Processing Payment for Multiple Invoices
Navigate to the Account from Customer Payments (1)
Click the green checkbox next to the invoices you wish to take payment on (2). If you are not looking to pay the entire balance of the invoice, enter the alternate amount in the “Amount Applied” box
The total to be charged on the card will be tallied in the Payment Amount field (3)
Click Payments Flex to process payment (4)
Select Process Payment:
If you wish to process a card using manual card entry/card not present, from the CARD tab (1), enter the card info (2), ensure the zip code is correct (3) & click the purple PAY button (4):
If you wish to process a card using the terminal, click the Terminal Tab (1), select the terminal from the drop down (2) and click PAY (3)
This will send payment info to the terminal and you can proceed with tapping or inserting the chip of the card to process payment.
If you have additional questions about Payments in your JobRunner or FloorManager database, reach out to pacificsolutions-support@cyncly.com