Vyne allows users of Pinewood DMS to request secure online payments from customers, allowing customers to pay directly from their bank account, without needing to manually send funds by entering bank details, removing the risk of payments being misdirected.
Further information from Vyne is attached as a PDF to this article.
To enquire about utilising the Vyne Payment Integration with Pinewood DMS, please email businessdevelopment@pinewood.co.uk
Setup
At least one HTML email template will need to be created in CRM > Parameters > Communications > Emails - Content Tab and select Online Payment Request from the drop down:
This could either be a generic email for all branches or departments or you could set up multiple, i.e. one email template for Vehicles Deposits and another one for Workshop Deposits.
Once this has been added, go to CRM > Parameters > Communications > Sales - Online Payment Request tab:
In here, select the Department and Email, then add the Email Subject and Reply To Address. When this information has been added, tick enabled and then click Accept.
Now go to, CRM > Parameters > Communications > Workshop - Proforma tab.
Select the Department and Email, then add the Email Subject and Reply To Address. When this information has been added, tick enabled and then click Accept.
Using Vyne in Pinewood DMS
CRM
Once the integration is enabled, on the Deposits tab in a CRM record, the 'Request Payment' option will be available:
Select this and then from the Payment Provider dropdown 'Vyne' will be available to select:
Ensure the amount is populated accurately and the correct email address is entered, click Send.
Once sent, it will send an email to the customer with a link to redirect them to the Vyne website to make the payment.
The email template used to send this link will be the one mapped for the Sales Department in CRM > Parameters > Communications > Sales.
When Vyne has processed the payment, this will create the deposit against the CRM Record.
Workshop
With Vyne integration set-up, upon emailing a Workshop Proforma to a customer, you will see a new Payment Provider section within the Email Document screen. This indicates the provider that will be used when taking the online payment.
Once the proforma is sent, it will send an email to the customer (using the template mapped in CRM > Parameters > Communications > Workshop - Proforma tab) with a link to redirect them to the Vyne website to make the payment.
When the payment has been taken, it will be stored as a Workshop Deposit against the CRM record, attached to the Workshop Job and will be available for use when producing the Workshop Invoice.
Refunds
A refund for a Vehicle or Workshop Deposit taken using Vyne as the payment provider can be processed in the normal way via Vehicles > Reporting > Accounts > Deposits or Accounts > Sales Ledger > Reporting > Deposits tab.
When requesting a full or partial refund the process will now check if there is sufficient funds available in the Vyne Settlement Account.
If there are sufficient funds, the refund will be processed and Pinewood DMS will be updated.
If the Vyne Settlement Account does not have sufficient funds, the following message will be displayed on the screen:
When OK is selected, it will close the warning message and return to the Outstanding Deposits report, where users can try again later or arrange for the Settlement Account to be updated with additional funds.
Users will not be permitted to process a refund if there are not sufficient funds in the Settlement Account.