You can activate the reference autocomplete in Kimoby Pay.
This will allow you to enter an invoice reference number and have Kimoby fill the payment request amount automatically.
- Click on Kimoby Pay, on the left side of your screen.
- Click on Settings, in the sub-menu, on the left side of your screen.
- In the reference complete section, choose the position, reference attribute and amount attribute.
- Click on Save changes.
- When entering a reference number in a payment request, you will see a drop down menu and you will be able to select the right amount to autocomplete the field.
According to your integration, you might have to choose different options. Here are the options:
|Integration||Event type||Reference attribute||Amount attribute|
|CDK||Repair order opened||Reference||Customer total amount|
|Reynolds and Reynolds||Repair order opened||Reference||Customer sale|
|PBS||Repair order opened||Reference||Customer total amount|
|Serti||Repair order closed||Reference||Repair order price|
|Automate||Repair order opened||Appointment||Total customer pay|
|Protractor||Repair order closed||Invoice number||Customer sale total|
|Dealertrack||Repair order opened||Reference||Customer total amount|
|Dealervue||Repair order closed||Reference||Customer total amount|
|Autosoft||Repair order closed||Reference||Customer total amount|