Overview
Enter Payment is the primary manual entry screen for processing transactions. This environment allows you to key-in payments directly while supporting Transaction Optimization by capturing the extra data needed to lower your processing costs.
Getting Started
Begin by entering all available customer information.
Required Fields: Any field highlighted in yellow must be completed to proceed.
Error Handling: If a field contains an error, it will be highlighted with a thin red border.
Key Sections
Payment Information: Specify the transaction amount and select the correct deposit bank account.
NOTE: If you manage multiple accounts, double-check your selection. Bank accounts cannot be changed once a transaction is processed.
Payment Method: Enter the client's credit card details. While the CVV (3-digit security code) is recommended for security, it is not required and does not impact your processing rates.
Billing Address: A street address and zip code are required for the best processing rates.
The postal code field includes a lookup function.
If city and state fields are enabled, they will auto-populate based on the zip code.
Custom Fields: Any custom fields configured in your module settings will appear in this section.
Receipt Emails: Enter the client's email address to send an automated receipt. You can send to multiple addresses by separating them with a comma.
Customizing Your View
You can streamline your workflow using the Edit Layout icon (located in the upper right corner). This tool allows you to hide optional fields you don't use, creating a cleaner interface that helps you verify the form at a glance before clicking Submit.
Once your data is entered and reviewed, click Submit. A confirmation page will appear to let you know if the transaction was successful.
