Quote Payments & Rebates

Accept payments and apply rebates seamlessly at checkout

The POS Payments feature in Appliance.io gives you flexible, easy-to-use options for collecting payments and applying rebates directly from an order. Whether you’re handling financing, manual payments, customer credits, or AIO Pay, everything is designed to keep checkout fast, accurate, and stress-free.

This guide walks you through how to enable payment methods, add payments to an order, and apply rebates — all in one place.

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📍 Accessing Quote Payments

To begin, open the order you’re ready to check out.

From the order page, click Add Payment / Rebates.

This opens the payment panel, where you’ll see all available payment methods for that order.

If you don’t see the payment type you need, it likely just needs to be enabled first.

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⚙️ Enabling Payment Methods

To turn payment methods on:

1. Open the sidebar and click Settings

2. Select Payments

3. Review the list of available payment methods

4. Toggle on the ones you want to use

Once enabled, these payment options will appear when adding payments to orders.

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💳 Financing Payments

Appliance.io supports four financing providers:

• Synchrony

• Wells Fargo

• Acima

• Snap

For all financing payments, two fields are always required:

• Date

• Amount

You can choose Paid in Full or 50% Down, depending on how the customer wants to pay.

Additional requirements by the provider:

• Synchrony:

  • Promo Code and Authorization Code

  • Term Length is optional

• Wells Fargo, Acima, and Snap: Term Length only

Once completed, the payment can be saved and applied to the order.

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✍️ Manual Entry Payments

Manual Entry is used for common, offline, or non-integrated payment types. Available options include:

• Credit Card – Requires an Approval Code

• Check – Enter the Check Number

• Cash – Only Date and Amount are required

• Bank Transfer – Enter the Transaction ID

• Write-Off – Same setup as Cash, with optional Notes

• Other – Use for unique payment types and add a short description

Notes are optional for most manual payments and can be used for internal tracking or clarity.

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🔄 Customer Credit

Customer Credit comes from refunded orders and can be applied directly to new orders.

When available:

• Select Use All Customer Credits next to Paid in Full

• If the credit covers the full order total, the payment is complete

• If the credit is less than the total, it applies as a discount

Customer Credit is automatically tracked and updated after use.

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📊 Credit Line

The Credit Line represents a credit amount you assign to a customer.

It allows customers to apply credit toward quotes or orders while helping your team track outstanding balances. Credit Lines can be managed from Customer Details.

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💡 AIO Pay

AIO Pay is Appliance.io’s built-in payment solution, designed for fast, secure transactions.

AIO Pay supports:

• Credit cards

• Debit cards

• ACH payments

• And more

There are two ways to accept payment with AIO Pay:

Credit Card via Terminal

• Select the Terminal Name

• Enter the Date and Amount

Phone Payment

• Enter the Date and Amount

• Manually input the customer’s credit card details

Both methods apply payments to the order instantly.

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🧾 Custom Payment Methods

Custom Payments allow you to create your own payment types directly from Payment Settings.

Requirements:

• Date and Amount are required

• Optional Additional Info fields can be configured in Settings

This option is ideal for business-specific or uncommon payment workflows.

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🎁 Rebates

If an order qualifies for rebates — based on brand, model, or order value — they will appear automatically in the Rebates section.

To apply a rebate:

1. Check the rebate box

2. Click Apply Rebates

The rebate is immediately applied as a discount on the invoice.

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🎉 You’re All Set!

That’s everything you need to know about taking payments and applying rebates in Appliance.io. It gives you the flexibility to handle checkout your way — quickly, accurately, and with confidence.