Credit Cards

 

Application

Download CardConnect Application

 

Setup

Send all Documentation to      [email protected]        Your Application will be provided in your set up meeting.  If you need another Copy of the document CLICK HERE

 

 

 

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.

1. Click the “$” symbol and “Saved Credit Cards”
2. Choose Card
3. Then Click Authorize Payment
4. 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. 

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