You can process payments on the Create Payment page using a previously saved tokenized payment method (known as a token). This approach is one of multiple payment acceptance options through the platform. You can even enter Level 2 and Level 3 information for better credit card interchange rates for transaction processing. This tutorial shows you how to process a payment using a saved customer payment token on the Create Payments page.
Audience: Merchant
Process a Payment with Create Payments Using a Token
Complete all steps in the following sections to submit a payment using a previously saved tokenized payment method (token).
Note
You can also accept a payment in the portal with the Quick Charge tile.
The Create Payment form provides a way to accept payments and includes the option to enter Level 2 and 3 information.
Quick Charge enables you to quickly capture customer and payment information from the dashboard. The Quick Charge tile only supports Level 1 data.
Prerequisites
Before attempting this tutorial, you must:
Meet the general prerequisites described in Get Started with Use Case Tutorials.
Have an existing customer payment token saved in the portal to process the payment. To save a new token, see Create a Customer Payment Token.
Note
The Payrix Pro platform creates a customer record every time a token is generated. As a result, you do not need to create a new customer if you create a new token.
Access the Create Payments Page
Click CREATE PAYMENT in the left navigation panel to open the Create Payment form.
Enter the Payment Information
Enter the charge amount.
Select SALE from the Charge Type dropdown menu.
Authorization Only Option
You can optionally use Authorization Only to authorize and hold the requested total on the credit card. This differs from the Sale option, which processes the transaction and charges the customer at the time of processing.
Select a previously saved token from the Payment Method dropdown menu.
Enter Customer Information (Optional)
Click the Customer Details dropdown arrow to enter optional customer information, including mailing address, email address, and phone number.
Submit the Transaction for Level 2 or 3 Processing (Optional)
If you are submitting the transaction for Level 2 Processing, click the Level 2 Processing box. Fill in the additional fields that appear below the Customer Details section.
If you are submitting the transaction for Level 3 Processing, note that you must first click the Level 2 Processing box, then an additional Level 3 Processing box will appear. Click the Level 3 Processing box and enter the information in the additional fields that appear.
Process the Payment
Click PROCESS PAYMENT to submit the payment information.
Result: The charge will be processed using a payment token. You will receive a payment confirmation email, and the payment will show in the table on the Payment History page.
Next Steps
After the payment is processed, review the following guides for information on related topics:
Process a Token Payment with Quick Charge: Process a payment from a pre-saved customer payment token.
Process a Card Payment with Create Payment: Process a payment that includes Level 2 and Level 3 information.
Process an eCheck (ACH) Payment with Create Payment: Process a payment that includes Level 2 and Level 3 information.