Cin7 and the MOTO Journey

• Cin7 gives you the option to manage payments on orders you receive by phone, fax, email or postal service.
• Cin7 redirects the rep to our PCI-compliant, SSL-protected Payment Portal to process the credit card payment.
• Your sales rep processes the order in Cin7 without the need to access your payment gateway, maintaining security and privacy.

Once you receive a payment:

Cin7 emails a receipt to the customer and your staff

Cin7 automatically mark the invoice as approved and paid, and recorded in Xero

Cin7 marks sales orders as paid.

You can determine the stage to which orders should be moved once an invoice is paid

A Word of Caution – PCI Compliance

Risk-mitigating technologies that reduce fraud in face-to-face and e-commerce environments have shifted credit card fraud schemes to the MOTO space. To combat credit card fraud, the PCI Security Standards Council requires organizations to take appropriate measures to protect cardholder data that they collect, store and retain.

Bearing that in mind, we believe that emailing sales orders and invoices with a Pay Now button is the most convenient and secure way for MOTO customers to pay. By emailing the invoice, you allow your customers to make a deposit or full payment at their convenience.

Once you receive a payment:

Pay immediately by clicking the Pay Now button in the email

Save a digital copy of their invoice and pay later by clicking on the Pay Now button in the PDF version of the invoice

Print a hard copy of the invoice, and pay later by following the instructions on the printed invoice