Overview
Quick Pay allows you to create new transactions using information already saved in the system. It is the most efficient way to process a card payment and is accessible from several areas within the software.
Method 1: From "Enter Payments"
Navigate to the Quick Pay tab.
Use the Search tool to locate the desired Payer.
Choose the appropriate card from the Payment Method dropdown menu.
Click Select.
You will be redirected to the Enter Payments screen with saved details pre-populated.
Review the information and fill in any missing data (fields highlighted in yellow are required).
If you manage multiple merchant accounts, verify the correct account is selected in the Merchant Account dropdown.
Ensure an email address is entered to trigger an automatic receipt for the client.
Click Submit.
Method 2: From "Payers"
Use Search to find the saved Payer profile.
Click the Pen Icon to enter Edit mode.
Select the Payment Methods tab.
Find the card you wish to use and click the $ (Quick Pay) button.
On the Enter Payments screen, review the pre-populated data.
Complete any required yellow fields.
Confirm the correct Merchant Account is selected.
Verify the email address for the receipt.
Click Submit.
Method 3: From "Payment Manager"
Use the search filters to find a previous transaction.
Click on the transaction to open the Payment Details.
Click the Quick Pay button at the bottom of the screen.
Review the Enter Payments screen, which will be populated with data from the previous transaction.
Fill in any missing yellow required fields.
Check that the correct Merchant Account is active.
Ensure an email address is present for the receipt.
Click Submit.