LevartéCRM allows your clients to make payments for their vacation online! Once their authorization is received, you will then need to process the payment with the supplier.
- Client will log into their client portal and will find an itemization of each segment of their vacation and what payment is due. They can then click on "Add Payment," next to the segment they would like to add payment to.
- Next, they should select payment type (final, regular, or deposit), put in a payment amount, select payment type, input CC number, billing address, CVV, expiration date, and allow you to apply a signature or select one on file.
- You will receive an email to let you know you have a new payment that has been approved by your clients so you may process the payment with the supplier.
- You will log into your LevartéCRM and click on the red "Client Online Payment Pending Processing," button at the top of your CRM. This alert lets you know anytime you have an approved pending payment.
- Select the payment to process from your list of pending payments by clicking the "action," button. This will allow you to view the credit card information and payment amount authorized to make a payment with the vendor.
- Once you have made the payment with the supplier click on the "Action," button and then select, "Processed w/spplr." If the payment did not go through, instead click "Void." This will void the payment out and you can contact the client to let them know the payment could not be processed.