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Create Payment (R)

The Create Payment page allows you to create a payment to be charged directly to a customer through a saved credit card.

To access the Create Payment page, use the following steps:

  • Step 1: Navigate to the Customers page in the left hand navigation panel.

  • Step 2: Click on any customer information in the customers table to redirect to the Customer Profile page.

  • Step 3: Click CHARGE CUSTOMER in the lower left hand corner of the Customer Profile page to open the Create Payment page.

Note that this feature is not available on all customer profile pages.

Partial view of the Create Payment page showing the account selection drop down menu, the payment details field, and the customer details field.

Create Payment Features

Click here to view features of the Create Payment page.

Account Selection Drop Down Menu

The Account Selection Drop Down Menu is located at the top left hand corner of the screen. Click the drop down menu to select the referrer or merchant account that the payment will be credited to.

Payment Details

The Payment Details section allows you to enter payment details associated with the payment, including the following information:

Payment Details Field Name

Description

Amount

The dollar amount charged in the transaction.

Transaction Type

The type of transaction: Sale, Authorization Only, or eCheck Sale.

Payment Method

Click the drop down to select a previously saved customer credit card, or click CREATE NEW PAYMENT method to enter and save a new credit card.

Tip

Add an optional tip in a dollar amount.

Customer Details

Click the black arrow next to Customer Details to open a drop down box where you can enter the following additional information about the customer associated with the transaction:

Customer Details Field Name

Description

Address

The street address portion of the customer’s billing address.

City

The city portion of the customer’s billing address.

State

The state portion of the customer’s billing address.

Zip

The zip code portion of the customer’s billing address.

Country

The country portion of the customer’s billing address.

Email

The customer’s email address.

Phone

The customer’s phone number.

Level 2 Processing Transactions

Level 2 and Level 3 data refers to the additional transaction data provided by Merchants and used by credit card companies to classify a payment processor into different interchange rates. More information about Level 2 and Level 3 processing can be found at: How to Send Level 2 and Level 3 Data using Payment Options or Glossary.

If your payment requires Level 2 Processing, click the LEVEL 2 PROCESSING box at the bottom left hand corner of the page to enter the following additional information:

Level 2 Processing Field Name

Description

Tax

The dollar amount in tax charged on the transaction.

Order Number

The order number associated with the transaction.

Level 3 Processing Transactions

If your payment requires Level 3 Processing, click the LEVEL 3 PROCESSING box at the bottom left hand corner of the page to enter the following additional information:

Note that the Level 3 Processing option becomes visible on the page only when the Level 2 Processing option is first selected.

Level 3 Processing Field Name

Description

Shipping Amount

The dollar amount in shipping fees.

Duty Amount

The dollar amount in duty fees.

Order Discount

The discount applied to the transaction or interchange.

Name

The name of the customer associated with the order.

Description

The description of the order.

Commodity Code

The shipping classification code for the product or service provided with the transaction.

Product Code

The product code for the invoice, including UPC, catalog number, or inventory number. This field is stored as a text string and must be between 0 and 100 characters long.

Item Price

The dollar amount charged for the product or service provided with the transaction.

Item Discount

The dollar amount of the discounted amount of the interchange.

Quantity

The number of items being shipped.

Unit of Measure

The unit of measure for the number of items being shipped.

Item Total

The dollar amount calculated by the item price and quantity.

Action: Process Payment

When you have entered the necessary information, click PROCESS PAYMENT at the bottom of the page to process the payment, or click CANCEL to cancel the payment.

Related Pages:

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