accept payments over the phone
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Remi Mayer
Many online businesses process credit card payments over the phone, instead of sending an invoice. Same for brick-and-mortar businesses. It would be great if we could create customers just like in Stripe, at the location level, and be able to save their credit cards on their behalf.
And it would also be great to have something similar to the Agency Dashboard but at the location level, so that they can see Revenue Last Month, Monthly Recurring Revenue, Customers in Stripe, New Customers this Month, Revenue Distribution, Growth in Last 6 Months.
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C
Carl Taylor
Sales & Marketing There doesn't seem to be a way to start a subscription over the phone? Or sell a specific product? Only charge an amount. Would be good if we could pick a product/subscription as well as the custom amount charge.
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Carl Taylor
I'm talking a sub account, when an user is on the phone with a prospect, they pull open the contact record and click Charge but it only allows putting a custom amount in. It doesn't allow for easily picking a product or subscription to start.
The goal is to capture the cc and start the subscription at once.
Now I know a workaround would be build a form and have the user fill that in for the contact, but I'd rather it be in the backend of GHL so they stay in the one place.
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Sales & Marketing
complete
This should be possible using the Charge a Card option inside the Contact details section
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Donald Macpherson
At the moment, your Beta shows for USA only. Can we have this for the UK too? Tap-to-pay (either card or phone) has really taken off here and some of the current suppliers for this product are charging 4%+ monthly charges.
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Ben Davis
This would be great
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Sales & Marketing
under review
Can we elaborate on the use case here? From what I can get, there should be a mechanism to charge a customer for x amount directly at the location level. Storing of credit card details will still be at Stripe because that requires to be PCI compliant
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Agency User
Sales & Marketing: I see we already have a "manual" payment option inside of invoices area. (see attached screenshot)
Can we just copy/add this functionality to the mobile app? So that we can take over the phone payments using the app? It's great you have the tap-2-pay in beta for quick "in-person" payments, BUT if I'm on the road or one of my techs is on the road, and you have a client on the phone ready to pay and ready to give you their credit card number, you don't want to be delaying or waiting until you get to a desktop. You want to say ... Great! "What are the numbers?" and submit it directly inside the mobile app.
Now that I think about it, what about just adding a "manual" payment option with the Tap-2-Pay you have coming out soon? I mean even face to face, not all customer cards have Tap-2-Pay built into card, so if there was an option to enter payment details "manually" inside the Tap-2-Pay POS that would work.