Credit Cards
Application
Download Application Application
Setup
Make a Transaction
Download Document with Pictures Document
Process Credit Cards
Step 1:
From the order estimate page follow normal protocol and select credit card as the payment method.
Then click “2. View Outputs.”
Step 2:
From the “Client Agreement” page scroll down to right above the signature area and click the triangle next to the word payment.
Step 3:
Enter card information (make sure you type in the card number in whole without pausing, if you type a couple numbers in and pause more than 3 seconds it will try to authorize and make the card number invalid... so you will need to delete and re enter the card number. In some cases refresh the page after deleting the card number)
Step 4: Click Authorize
Step 5: Click Capture if you want the transaction to go through now… or you can leave it till job is complete and then capture later… this allows you to wait on payment if need be.
Done.
If the clients card is on file.
- Click the “$” symbol and “Saved Credit Cards”
- Choose Card
- Then Click Authorize Payment
- Then Click the Cog wheel to Capture Payment
Common Challenges:
1. Address does not pre populate.
This means that this client does not have an address selected as a billing address. To resolve click: clients, search for the client, click the pencil, click the drop down under billing address and select their billing address. Now their address will pre populate.
