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Collecting Custom Payments Instantly with Lead Connecter App 💳
This SOP outlines the steps to collect custom dollar amounts from customers using the Lead Connected mobile app without creating products or payment links.
Key Steps
Step 1: Open the Lead Connected Mobile App 0:00
- Launch the Lead Connected mobile app on your device.
- Locate and click on the dollar icon in the middle of the screen.
Step 2: Enter the Amount to Charge 0:10
- Input the dollar amount you wish to charge the customer.
- Click on 'Review Sale' to proceed.
Step 3: Add Customer Information 0:20
- Enter the name of the customer you want to charge.
- If the customer does not exist in your CRM, search for them and create a new contact.
Step 4: Choose Payment Method 0:36
- If the customer is found, click on their contact.
- Select 'Choose Payment Instrument' to proceed.
Step 5: Offer Discounts (Optional) 0:58
- If you want to offer a discount, click on the discount option.
- If no discount is needed, proceed to choose the payment instrument.
Step 6: Select Payment Instrument 1:20
- Choose between 'Card' or 'Convert to Invoice'.
- For card payments, click on 'Cards' and add new card details.
Step 7: Collect Card Details 1:34
- Collect the customer's card details over the phone.
- Charge them directly using the card information.
Step 8: Convert to Invoice (Alternative Option) 1:49
- If opting for an invoice, click on 'Convert to Invoice'.
- Select the issue date and due date for the invoice.
Step 9: Add Terms and Notes 1:56
- Type in any terms, notes, or additional information for the invoice.
- Click 'Next' to proceed.
Step 10: Review and Send Invoice 2:05
- Review all the details of the invoice.
- If everything is correct, click 'Send' to deliver the invoice to the client.
Cautionary Notes
- Ensure that you have the customer's consent before collecting card details.
- Double-check the amount entered to avoid billing errors.
Tips for Efficiency
- Familiarize yourself with the app interface to speed up the process.
- Keep customer information readily available to streamline contact creation.