Handling payments is a crucial part of managing your window treatment business, and MyBlindCo Pay makes the process seamless, whether you’re using the app or the portal. From receiving payments via credit card to viewing saved payment information and customizing deposit requirements, MyBlindCo Pay is designed to simplify every step.
In this guide, we’ll cover how to:
- Receive payments via credit card in the app
- Access and use stored customer payment information
- Process payments through the portal
- Customize your company-wide deposit and credit card surcharge settings
By following these straightforward steps, you’ll save time, reduce errors, and improve your customers’ payment experience. Let’s get started!
To receive MyBlindCo Pay payment via credit card in the App
- Find the Quote for the customer you are charging via MyBlindCo Pay.
- At the bottom of the page, click Create Order.
- This takes you to a sign-off page, where your customer will have to agree to your customized Terms and Conditions, and provide their Signature.
- Click Create Order.
- You will automatically be taken to a receive payment page. On this page, you can view the Total Invoice Amount (at the top), and the pre-calculated Required Deposit Amount (at the bottom). On this page, enter the customer’s Credit Card Information in the respective fields.
- Turn Send Payment Confirmation Email on by clicking the toggle button, turning it green. This sends your customer a signed copy of the Order and Payment Confirmation.
- Click Receive Payment.
- A Payment Info alert should appear to tell you that your payment was successful!
- Click Ok
View stored customer payment information in the App
- In the Order, view the Payment History.
- Click on Receive Payment.
- On the page, you will now see the card is saved in the Previously Used Cards field beneath customer information.
- At the bottom of the screen, find Amount.
- Click the edit button and enter the desired Final Payment amount.
Receive payment through MyBlindCo Pay in the Portal:
- In the Orders tab, find the correct order.
- On the left side of the row, click the Action button.
- In the drop-down menu, click View. This immediately opens the order.
- In the top right corner, click the Receive Payment button.
- From here, you can perform Final Payment in the same way you did in the App.
To edit your company-wide required deposit amount:
- In the Portal, click on My Business in the menu bar on the left side of the screen.
- In the drop-down menu, click on Company Profile.
- This page contains your company information. Scroll to the bottom of the screen to find the Default Deposit field.
- Enter your desired deposit amount.
- Click Save
You can also edit the Credit Card Surcharge by entering your desired surcharge amount in the field directly above Default Deposit. You will be able to turn the surcharge On or Off on any given Order by clicking the toggle button.
Have questions?
(703) 738-9933
info@myblindco.com
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