Quick Pay offers the ability to create a new transaction from information that is already saved in the system. It is the fastest way to process a card payment. This feature is available in a few different places throughout the software.
From Enter Payments
Go to the Quick Pay tab.
User Search to locate the Payer.
Select the card you wish to use from the Payment Method dropdown box.
Click Select.
This brings you to a new Enter Payments screen but information saved for that saved payer and payment method will already be populated. Review the page and enter any necessary missing information. Fields in yellow are required.
If you have multiple merchant accounts, check the Merchant Account dropdown box to make sure you are sending the payment through the correct bank account.
If not populated, enter an email address so your client will automatically receive a receipt by email.
Click Submit.
From Payers
Use Search to locate the saved Payer.
Click the pen icon to Edit.
Go to the Payment Methods tab.
Locate the card you wish to use in the list and click the $ button for Quick Pay.
This brings you to a new Enter Payments screen but information saved for that payment method will already be populated. Review the page and enter any necessary missing information. Fields in yellow are required.
If you have multiple merchant accounts, check the Merchant Account dropdown box to make sure you are sending the payment through the correct bank account.
If not populated, enter an email address so your client will automatically receive a receipt by email.
Click Submit.
From Payment Manager
Use one of the various search options to locate a previous transaction.
Click on the transaction to view Payment Details.
Click the Quick Pay button at the bottom of the screen.
This brings you to a new Enter Payments screen but information saved from the previous transaction will already be populated. Review the page and enter any necessary missing information. Fields in yellow are required.
If you have multiple merchant accounts, check the Merchant Account dropdown box to make sure you are sending the payment through the correct bank account.
If not populated, enter an email address so your client will automatically receive a receipt by email.
Click Submit.