Signature Capture Setups

Signature Capture Setups

We've increased the capabilities of our integrated credit card processing signature capture.  Signature capture can now be turned on for every step of the process whether you're getting confirmation on an estimate or taking a payment.  To turn this on first make sure that your credit card processing is turned on by following the below steps:

  1. Navigate to Setups>Credit Card Setup (Red K)
  2. Confirm that your terminal settings are correct and close this window
  3. Navigate to Setup>This Workstation Setup (Blue K)>Credit Card Setup
  4. Confirm that your terminal is selected from the Terminal Dropdown and then check the box for "Print signature from pin pad on invoices and receipts" and "Use signature capture on this workstation".  You will only be able to check these boxes if you have a physical terminal paired
  5. You can decide at which points in the process you would like to collect signatures by choosing their respective checkboxes
    6. NotesChecking these boxes does not obligate you to collect a signature for every customer.  The feature can be turned on or off when you reach that step while saving the RO by clicking or unclicking the related checkbox
  6. This feature is accessible anytime you choose one of the 'Print' variations while closing an RO.  Ex: "Pay & Print", "Save & Print"
  7. From the Print screen you can choose to email the invoice to the customer, save as a PDF, Print or choose 'Don't Print' to simply collect the signature