Billing - Payment Types
Livery Coach has the capability of accepting various payment types, such as American Express, Visa, Account (invoice), cash, check, etc.
These are all hard-coded in the system and you can see them in the payment method screen of a trip.
These are all hard-coded in the system and you can see them in the payment method screen of a trip.
If there is history of that payment type in the booker or passenger profile, then (!) will appear after that payment type in a trip.
Some of the payment types may need further explanation:
In Maintenance, navigate to Maintain…System Default Config…Credit Card tab. There, you can restrict whatever payment types you don’t want to accept—and notice that there are separate settings for internal use, and for “external” use (i.e. booking on the web or the mobile app). For example, you may allow “Payment Needed” internally, but not on the web.
Some of the payment types may need further explanation:
- Account—means that you will be sending the client an invoice and will get paid later.
- Cash—means that the passenger will hand the chauffeur cash to pay for the trip
- Check—means that the passenger will hand the chauffeur a check (or cheque for our Canadian customers) during the ride. Check does NOT mean that the ride will be paid for later—that’s “Account”.
- Bonus 8 Account—if you have the optional Livery Coach Bonus/Frequent Flyer module, then bookers can be set up to accumulate credits in their Bonus account—and if they have enough for a ride, then this payment method could be selected.
- Payment Needed—you don’t yet know how you are going to get paid.
In Maintenance, navigate to Maintain…System Default Config…Credit Card tab. There, you can restrict whatever payment types you don’t want to accept—and notice that there are separate settings for internal use, and for “external” use (i.e. booking on the web or the mobile app). For example, you may allow “Payment Needed” internally, but not on the web.
If we check some of these payment methods, the next time Livery Coach (Reservations and Dispatch) is launched, those payment methods will not be able to be selected.