You can process payments for existing customers using a tokenized payment method (token) saved in the portal. This approach is one of multiple payment acceptance options through the platform. Using payment tokens makes payment processing more streamlined and secure. This tutorial shows you how to save a credit card, debit card, or bank account information (ACH) payment method to create a payment token.
Audience: Merchant
Process a Payment with Quick Charge Using a Token
Complete all steps in the following sections to process a payment using a saved payment token.
Note
Quick Charge cannot process Level 2 or 3 interchange data. As a result, its transactions cannot qualify for different interchange rates past Level 1.
Alternatively, the Create Payment form provides a way to accept payments and includes the option to enter Level 2 and 3 information.
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 Quick Charge Tile
The Quick Charge tile is located in the upper-left corner of the dashboard. You will automatically be directed to your dashboard when you log in to the platform. You can also access the dashboard from anywhere in the platform by clicking DASHBOARD in the left navigation panel.
Enter the Quick Charge Information
Enter the charge amount and customer contact information in the Quick Charge tile fields.
Select SALE from the Charge Type dropdown menu.
Select a previously saved payment method from the Payment Method dropdown menu.
(Optional) To save the customer information for future charges, select Save Customer Information in the lower-left corner of the tile.
Process the Payment
Click PROCESS PAYMENT to advance to the next step.
Result: The charge will be processed using the previously saved tokenized payment method (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 Create Payments: Process a payment from a pre-saved customer payment token.
Process a Card Payment with Quick Charge: Process a payment that does not require Level 2 or Level 3 information.
Process an eCheck (ACH) Payment with Quick Charge: Process a payment quickly.