Process Payment Wizard

Your customers can pay for orders with a credit card on the portal, but you can also process payments on the CRM side. By default you can process Credit Card, Cash, or Check payments through the Process Payment Wizard in CRM. Payment can be processed for any Active order or invoice.

1. Navigate to the Contact record the payment will be from

In many cases, the payment is for that person's orders, but you can pay any active order from the Process Payment Wizard, so you want to start with which Contact the payment record needs to be linked to.

2. Click on More Commands (...) > Process Payment

Use the More Commands button to select the Process Payment Wizard.

3. The wizard will open. Select the Order(s) to pay, select a payment type and click 'Continue'

Select the order or orders you wish to pay and select payment type.

3.1. For Credit Card Payment, enter in the Credit Card information and Click 'Continue'

3.2. For Check, enter as much information as you need and click 'Continue'

3.3. Once you click continue (or select Cash as your payment type) you will be taken to a summary screen to confirm the transaction. If correct, click 'Submit'

Once you click continue or select cash as your payment type you will be taken to a summary screen to confirm the transaction. If correct, select submit.

3.4. You will receive confirmation that the process completed and have the option to print the receipt.

Note: Close the wizard using the 'Close' button (instead of the "x" in the upper right)