Now that your Stripe connection has been setup by your Group Admin, your users are now ready to request payments from your clients.
Like document storage, your invoice or contract documents are saved into the Drivible platform via sending your document to your unique drivible email addresses.
Service Payments
Step 1. Service
Step 2. Menu
Step 3. Email Import
Step 4. Copy your unique Service Invoice address
There are number of ways you can use your Service Invoice email address.
Save the email address in your DMS as a contact and bring up when you need to send an Invoice.
Copy address into you clipboard and then use the Windows Key + V shortcut to view your clipboard history.
Create a forward rule with your email client directly to your unique address.
Your Document will now be accessible in your Service Summary, ready to be viewed, updated and sent.
Step 5. Confirm or enter the Invoice Amount
Step 6. Confirm or enter the contact information
Step 7. [Request Payment]
Your client will then be sent a link via email and mobile phone, where they will be taken to a secure website to make payment with their credit card or ApplePay or AndroidPay.
How do I know if the dealership has been paid?
If you supplied an email address for the client, they will be notified that payment has been successful with a receipt, but how does you dealership know if the payment has been successful?
There are a handful of ways you users will be notified:
The user that created the payment request will be emailed, as well as specific users that have been setup in the dealership settings.
The Notification pane (top right corner)
The Service (Table View)
The Payment Summary Pane
For reconciliation, refunds or enquiries - the dealer should use the Stripe Console.
Parts Payments
Collecting a payment for your parts is very similar to service. One difference is the email address that you send your invoice to. To find your email address for your parts department.
Vehicle Deposits
Vehicle deposits are also similar to parts and Service Invoices. Send your sales contracts to the deals (not deliveries) email address.
Make sure the client contact details are correct, deal No. for bank reconciliation, and then enter the Deposit Amount below.
Once you are confident of the client details click 'Request Deposit' and then the client is sent a similar payment portal.
