Page 76 - Sales Mobility eBook Training Deck

How to Take a Credit Card Payment in SaM

1 Check that the eMail address is 1
correct as this is where the
confirmation eMail will be sent 2
when payment is completed

2 Tap on Credit Information button
in Details Screen

3 All invoices are now displayed 3
including Current and Credit 4
Invoices

4 Tap on Pay All

5 All invoices are ticked. Tap in
box next to the invoice to untick
it

6 Tap on Confirm 5

6

If the Customer is on Stop Supply, once full payment of all overdue invoices
are paid you can then place an order in SaM for them