Credit Card Tokenization and Processing

Tokenizing and Processing Credit Cards in CLEO

*Must have integration

Lead Record: Billing Box:

Click the downward arrow to expand the Billing Box.  Input billing information and preferences in this box.

Fill out the appropriate boxes.  Click the Plus button to add a credit card. 

Fill in the necessary information and ensure the address is the billing address for the credit card.  If credit card payments are processed outside of CLEO, click save.  If credit cards are processed in CLEO, click the Save and Tokenize button.  A successful tokenization will generate a sequence of numbers and letters that will appear in the Token box and will automatically save.

Preauthorization:

Pre-authorize amount plus credit card fee if applicable. When you do the actual charge, you go back into where the pre-authorization is and put the amount you’re charging. The amount may be less or more depending. Don’t do a separate charge and leave the pre-authorization there because it will show as a double charge on the customers end.

1. Once you hit the pencil icon, it will open to the amount you want to charge, and it will also show you the pre-authorization amount.
2. Here you will put the actual amount you want to charge.

Below is what not to do if you currently have a Preauthorization:

1. If you hit the credit card again, it will show as a double charge.
2. There is no preauthorization in there so it will be a separate charge instead of replacing the pre-authorization amount.

Route Activity:

Things to Know: Are all employees assigned to the correct routes for the date of this route activity?

Select the date that you want to do Route Activity for and then click search.  It will bring up a grid like the one below.  Click on the pencil in front of the first customer you want to do route activity for.

You will now see the route activity entry screen for the customer you selected.  You will notice that Time In is highlighted yellow, that is where route activity entry begins.

Enter the time into the customers home, all four spots need to have information entered, so if the time is 7:30am – you need to enter 0730 the am will populate for you, if the time entering the home is 10:30am you would enter 1030 and the am will populate for you.

Verify that the correct employees are assigned to the clean

You can use the arrow keys up and down to select the payment type.

CREDIT CARD is the Second Option for payment.  To get to this option, click the drop down and select credit card.  It will automatically populate the type and last 4 digits of the cc number.  Click the Auto button to populate the amount that needs to be charged – including your CC Convenience Fee.

To process payment, click on the charge button.  An authorization will be recorded if using E-processing Network.