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