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Use Case: Process a Card Payment with Create Payment

You can easily process card payments using the Create Payment page and even enter Level 2 and Level 3 information for better interchange rates for transaction processing. This tutorial will walk you through the steps to accept a credit or debit card payment from a customer using the Create Payment page.

View of the Create Payment page.


Use the Create Payment form to process a card payment with an option for the addition of Level 2 and Level 3 information.


  • Merchants


  • Portal (Sandbox)

  • Portal (Production)



  • You must have a fully boarded Merchant account to perform any of the actions described in this use case guide.

  • You must have access to the card number and contact information for the customer that you are charging. You can access saved card information in the Create Payment form if the customer and their payment method were saved in a previous transaction.


Tips will provide suggestions to streamline or better prepare you to apply this use case tutorial.

Tip: The Quick Charge tile and the Create Payment form both allow you to accept a payment quickly and easily. Quick Charge enables you to quickly capture customer and payment information right from the dashboard. The Quick Charge tile only supports Level 1 data. The Create Payment form provides a way to accept a payment and includes the option to enter Level 2 and 3 information.

Additional Resources

  • See the Payment Acceptance page for more information about accepting payments through the Platform.

Process a Card Payment with Create Payment

1. Access the Create Payment Form

Click CREATE PAYMENT in the left-hand navigation panel to open the Create Payment page.

2. Enter the Payment Information

  • Step 1: Enter the charge amount.

  • Step 2: Select SALE from the Charge Type drop-down menu.

Authorization Only Option

You can optionally use Authorization Only to obtain approval to reserve the amount of funds that will be used for a full payment at a later time.

  • Step 3: Leave the Payment Method drop-down menu on the default setting to enter new card information on the next page, or select a previously saved payment method from the drop-down menu.

Paying With Saved Payment Information

If you are charging a stored payment method, select it from the Payment Method drop down menu.

If you are charging a card that is not saved to your profile, keep the “Create New Payment Method” drop down in its default setting. You will enter the new card information in the next step.

  • Step 4 (Optional): To save the customer information for future charges, click the Save Customer Information check box in the lower left-hand corner of the tile.

3. Enter Customer Information (Optional)

Click the Customer Details drop-down arrow to enter optional customer information, including:

  • Customer mailing address,

  • Customer email address, and

  • Customer phone number.

4. Submit the Transaction for Level 2 or 3 Processing (Optional)

  • Step 1 (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.

  • Step 2 (Optional): If you are submitting the transaction for Level 3 Processing, note that you must first click the Level 2 Processing box, and 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.

5. Process the Payment

  • Step 1: Click PROCESS PAYMENT to advance to the next step.

Using a previously saved payment method.

Result: The charge will be processed.

Using a new payment method.

When you click the PROCESS PAYMENT button, the Card Information lightbox will open in the page.

  • Step 2: Enter the customer's card number, expiration date, CVV code, and name on the card.

  • Step 3: Click the PAY AMOUNT USD/CAN to complete the payment.

Result: The charge will be processed.

Next Steps

Once the payment is processed, review the following use case guides for additional information on related topics:


Once the card payment is submitted with the correct information, the charge will be processed and you can navigate away from the page. You will receive a payment confirmation email, and the payment will show in the table on the Payment History page.


Click the links or items below to access any of the following pages:

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