How to take a payment in the office with Clearent Payments

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When Clearent Payments is enabled, users can capture payments manually or automatically. The following guide will detail the credit card method of accepting payments in ESC.

Take a Credit Card Payment in the Office

While in ESC, recall an Invoice with a due balance. This can be done through the Qualify Screen, Customer Center, or Sales Invoice List.

1. From the Invoice screen, click the Tender button.

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2. In the Tender window, click into the Payment Method drop-down box and choose one of your Credit Card methods of pay.

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3. With a method of pay selected, verify the Amount Received is correct and click Save and Charge.

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4. Upon selecting Save and Charge, you will be redirected to enter information related to the Credit Card.

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  • Note: If using AVS, you will also need to provide Billing Address information.

5. Once the Credit Card information has been provided, click the Pay Now button.

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This concludes how to take a payment in the office with Clearent Payments.

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