You can process payments from customers using a previously saved tokenized payment method (token) using the Create Payment page and even enter Level 2 and Level 3 information for better credit card interchange rates for transaction processing. This tutorial will walk you through the steps of processing a payment using a saved token on the Create Payments page.
Use the Create Payment form to process a payment using a saved customer payment token, with an option for the addition of Level 2 and Level 3 information.
You must have a fully boarded Merchant account to perform any of the actions described in this use case guide.
You must have an existing customer payment token saved in the Portal in order to process the payment. To save a new token, visit the Create a Customer Payment Token use case.
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.
Tip: The Payrix platform will create 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.
See the Payment Acceptance page for more information about accepting payments through the Platform.
Process a Payment with Create Payments Using a Token
1. Access the Create Payments Page
Click CREATE PAYMENT in the left-hand navigation panel to open the Create Payment form.
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 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.
Step 3: Select a previously saved token from the Payment Method drop-down menu.
3. Enter Customer Information (Optional)
Click the "Customer Details" drop-down arrow to enter optional customer information, including mailing address, email address, and phone number.
4. 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.
5. Process the Payment
Click PROCESS PAYMENT to submit the payment information.
Result: The charge will be processed using the previously saved tokenized payment method (token).
Once the payment is processed, review the following use case guides for additional information on related topics:
Process a Token Payment with Quick Charge: Process a payment from a pre-saved customer payment token using the Process a Token Payment with Quick Charge use case.
Process a Card Payment with Create Payments: Process a payment that includes Level 2 and Level 3 information using the Process a Card Payment with Create Payments use case.
Process an eCheck (ACH) Payment with Create Payments: Process a payment that includes Level 2 and Level 3 information using the Process an eCheck (ACH) Payment with Create Payment use case.
Once the payment is submitted, 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.
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