Making Credit Card Payments

Taking credit card payments in the CRM is easy. Provided you have already integrated with eWay or Ezidebit, the process is outlined below.

Note: if you’re using web-quotes and have online acceptance enabled, customers are able to submit credit card payments online.

To make a manual credit card payment, navigate to either of the payment screens available in the CRM (click here to view more info about logging payments).

When prompted to select a payment method, choose Credit Card.

If the selected account already has credit cards on file, you’re able to select the desired card from the Account Payment Method dropdown.

If you’d like to add new card details, click the Edit Info button below.

This will reveal a popup window where you’ll need to populate the card details. Once complete, click Save.

Note: when integrated with eWay or EziDebit, credit card details will be stored for future use.

Then, complete the remaining fields required for payment and click Pay Now beside the Amount field. This will charge the selected card and log the payment within CRM.