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Using PaySafe Solutions Payment Processing

Use PaySafe Solutions with PayGuardian software to process customer credit or debit cards.

 

How PaySafe Solutions and Manage Online work together

  1. From the Invoice Confirmation screen, select a credit or debit card payment method.
  2. Swipe the card through the payment terminal.
  3. The card information is verified by PayGuardianWEB and will be processed.
  4. You are immediately returned to ALLDATA Manage Online to print to the invoice.

 

Making a Deposit

  1. From a Repair Order, click Deposit.
  2. Select a payment Method that ends with an asterisk (*) >> enter the Amount >> click Pay.

  1. Select Credit Card or Debit Card.
  2. PayGuardianWEB will pop-up >> click Process Securely.
  3. Insert or swipe the card through the payment terminal.
  4. Once the transaction is accepted, review the information >> click Ok.
  5. On the Receipt Confirmation popup, click Yes to print a receipt for the deposit, or No to return to the Repair Order.

 

Paying an Invoice

  1. From a Repair Order, click Invoice.
  2. Select a payment Method that ends with an asterisk (*) >> Enter a Payment amount >> click Pay.
  3. Select Credit Card or Debit Card.
  4. PayGuardian will pop-up >> click Process Securely.
  5. Using your payment terminal, insert or swipe the card.
  6. Once the transaction is accepted, review the information >> click Ok.
    •  Note: After clicking Ok, the PayGuardianWEB popup screen will disappear and the Invoice will pop-up.

 

Paying using Pay Later

  1. Click Pay.
  2. Select a payment Method that ends with an asterisk (*) >> verify or edit the Amount >> select the Print Receipt check box (optional) >> click Pay.
  3. Select Credit Card or Debit Card.
  4. PayGuardian will pop-up >> click Process Securely.
  5. Using your payment terminal, insert or swipe the card.
  6. Once the transaction is accepted, review the information >> click Ok.
    •  Note: After clicking Ok, the PayGuardianWEB popup screen will disappear and the Invoice will pop-up.

 

Refunding a Payment

 

Search for and retrieve Invoices

  1. Click Shop Documents >> Invoice Search.
  2. To better filter results, enter as much information as available >> click Search.
  3. Invoices will be displayed.
    • Click the green check mark under Open to open the Invoice.

 

Refund a Payment

  1. From an Invoice, click Refund.

  2. Click the green check mark for the payment you would like refund >> click Refund.

    • Note: Only one payment can be selected.

  3. Click Yes to refund the payment.
  4. From the PayGuardian popup screen, click Process Securely.
  5. Click Ok.