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Process Credit Card Wizard

Use this wizard when you want to record a credit card payment from a customer but an order for the customer does not exist in the system. This wizard will create a payment that can then be applied to an invoice at a later point in time. Launch this wizard from the contact or account record. *Your credit card processing service must be set up to accept these kind of transactions. If it is not you will receive an error message, or may simply be unable to see the wizard in your options.

Click More Options and select Process Credit Card in the drop down menu.

Click More Options and select Process Credit Card in the drop down menu.

Fill in valid credit card information. Make sure to include the amount.

Fill in valid credit card information. Make sure to include the amount.

Close the wizard.

The payment can be viewed under th Payment View for the contact or account record. When you are ready the payment can be applied to an order using the payment wizard on the payment record.

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