Make A Payment From A Customer

Go to Customers and select the customer to manage. 

To make a payment from a customer record:

  1. View the Customer Information section.
  2. Scroll down to the Payment Methods section.
  3. Select Make Payment in the section header. 
  4. You will be directed to the Virtual Terminal to process the transaction. You can change the transaction type to Sale, Authorization, Force, or Credit by clicking on the transaction type you would like to process at the top of the Virtual Terminal page.  
  5. Click Submit.

Note: When processing the transaction, you can enter a new payment address, which will overwrite the old payment address with a new one. The transaction will be processed with this information. However, the customer record associated will not be updated. You can update the payment address directly from the customer record.