Training Guide for Pay360 Using Teams

Training Guide for Pay360 Using Teams

Handling payments via Pay360 during a Teams call.

When you are on a Teams call with a customer and ready to take a payment, follow these steps:

Initiate Payment

From the OH "View Tenancy" screen, click the Pay360 icon.

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Enter Tendered Amount

In the pop-up window, enter the tendered amount and click Pay.

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Access the Authorisation Screen

On the next screen, click CallSecure to access the authorisation page.

Consult Pay360

In the Teams call with customer, click Transfer, then select Consult then transfer

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On the pop-up window, search for and select Pay360 then click Consult.

Autorise Payment and Generate Unique Token

While the call connects, go to the payment authorisation page and click Authorise to generate the unique token.

Enter the Unique Token

Return to the Teams consult call and follow the prompts. Use the Dialpad to enter the unique token.

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Complete the call

Once the token is successfully entered follow the prompt to transfer the call to the customer.

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Monitor Customer Progress

Observe the customer's progress through the payment process.

Successful payment

You can view the receipt that has been sent to the customer

Close the payments tab

Failed payment

Click OK to go back to the payment page

Close the payment page and click YES on the exit prompt to abort the payment

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Click OK on the Payment attempt unsuccessful prompt

Check Diary notes

You can check the Diary notes to see the payment history. Click on the Diary+

This will now show you a list of the payment history (if payment was successful or failed)

Refresh Tenancy View

To refresh the Tenancy View screen, exit the window

Now reopen the Tenancy view: Right click the tenancy and select View