|
<< Click to Display Table of Contents >> Navigation: MLS 2026 Fully Integrated Accounting > Merchant Services > Signatures and Summaries |
When a credit card payment is processed through MLS 2026, the transaction details are printed directly on the:
•invoice
•customer receipt
The system records important payment information including:
•card type
•authorization information
•payment amount
•transaction references
MLS 2026 supports:
👉 up to four separate credit card transactions
on a single workorder.
This is useful when:
•splitting payments
•combining payment methods
•processing partial approvals
If your merchant provider includes a:
•signature terminal
•customer-facing payment device
the customer may sign electronically during payment processing.
When the customer signs:
•the image is saved automatically
•the signature is attached to the transaction
•the signature prints on the final invoice
This provides a clean and professional authorization process.
If a signature terminal is not being used:
⚠️ always have the customer sign the printed invoice copy.
The customer should also sign the:
•authorization line
printed below the credit card transaction details.
This creates a physical authorization record for:
•charge verification
•customer disputes
•accounting documentation
Workorder Signature CaptureMLS 2026 also supports customer signatures directly within:
•Estimates
•Workorders
•Final Invoices
To capture a signature:
•open the workorder
•select the Sign button
•the signature terminal will prompt the customer
When the customer presses:
•OK
on the signature device:
•the image is saved automatically
•the signature prints on the final invoice
This helps document:
•estimate approvals
•work authorization
•invoice acceptance
•customer pickup confirmation
MLS 2026 includes detailed reporting for merchant activity.
Reports are available from:
•Reports → Workorders
•Finance → Merchant Services
using the:
•Credit Card Report
option.
The reports provide:
•transaction dates
•invoice references
•payment totals
•card types
•refunds and credits
Transactions are grouped and summarized by:
•card type
to simplify:
•balancing
•merchant reconciliation
•bookkeeping review
When generating reports, you may specify:
•beginning date
•ending date
This allows you to review:
•daily activity
•weekly batches
•monthly totals
•historical transactions
Integrated signatures and reporting help protect the business by providing:
•proof of authorization
•payment verification
•dispute documentation
•accurate audit trails
They also reduce:
•paperwork
•filing requirements
•lost receipts
•duplicate processing
For the best protection and reporting accuracy:
•Always obtain customer signatures
•Review merchant reports daily
•Match merchant summaries to deposits
•Retain printed invoices when required
•Verify refunds carefully
•Reconcile merchant activity regularly
This section works closely with:
•Merchant Services Overview
•Credit Card Processing
•Refund Processing
•Workorder Processing
•Banking Reconciliation
•Merchant Services Reports
Together, these sections provide a complete payment authorization and tracking workflow within MLS 2026.signature. When they press the OK button on the device, the signature will be saved and printed on the final invoice.