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: Step 1: Initiate Payment From the OH "View Tenancy" screen, click the Pay360 icon. Step 2: Enter Tendered Amount In the pop-up window, enter the tendered amount and click Pay. Step 3: Access the Authorisation Screen On the next screen, click CallSecure to access the authorisation page. Step 4: Consult Pay360 In the Teams call with customer, click Transfer, then select Consult then transfer On the pop-up window, search for and select Pay360 then click Consult. Step 5: Autorise Payment and Generate Unique Token While the call connects, go to the payment authorisation page and click Authorise to generate the unique token. Step 6: Enter the Unique Token Return to the Teams consult call and follow the prompts. Use the Dialpad to enter the unique token. Step 7: Complete the call Once the token is successfully entered follow the prompt to transfer the call to the customer. Step 8: Monitor Customer Progress Observe the customer's progress through the payment process. Step 9: 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 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 Successful payment Video: Failed payment Video:

Training Guide for Pay360 Using TouchPoint Handling payments via Pay360 during a TouchPoint call.    When you are on a TouchPoint call with a customer and ready to take a payment, follow these steps:  Step 1: Initiate Payment  From the OH "View Tenancy" screen, click the Pay360 icon.    Step 2: Enter Tendered Amount  In the pop-up window, enter the tendered amount and click Pay.    Step 3: Access the Authorisation Screen   On the next screen, click CallSecure to access the authorisation page.            Step 4: Consult Pay360  In the TouchPoint call with customer, click Transfer    On the pop-up window, type Pay360 in the search box Select Pay 360 and then Transfer   Step 5: Autorise Payment and Generate Unique Token  While the call connects, go to the payment authorisation page and click Authorise to generate the unique token.      Step 6: Enter the Unique Token  Return to the TouchPoint consult call and follow the prompts. Use the Dialpad to enter the unique token.      Step 7: Complete the call  Once the token is successfully entered follow the prompt to transfer the call to the customer.    Step 8: Monitor Customer Progress    Observe the customer's progress through the payment process.                              Step 9: 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        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        Pay360 step by step video: