Before you can process credit cards in Service Autopilot, you must sign up for merchant services with our integrated payment partner - Clearent. To add a credit card processor to your SA account, use the following steps:
- Go to Settings > Integrations.
- Enter the Clearent API Key, as provided by Clearent:
- Enter the Clearent Public Key, as provided by Clearent.
- Check the box next to Send payment receipt if you would like your clients to receive an emailed receipt for their credit card transactions.
- Scroll to the bottom of the page and click Save Changes.