You can process payments for existing customers using a tokenized payment method (token) saved in the Portal. Using payment tokens makes payment processing more streamlined and secure. This tutorial will walk you through the steps to save a credit card, debit card, or bank account information (ACH) payment method to create a payment token.
Create a payment for an existing customer using a saved payment token.
You must have a fully boarded 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 page.
Tips will provide suggestions to streamline or better prepare you to apply this use case tutorial.
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 Quick Charge Using a Token
1. Access the Quick Charge Tile
The Quick Charge Tile is located in the upper left-hand 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-hand navigation panel.
2. Enter the Quick Charge Information
Step 1: Enter the charge amount and customer contact information in the Quick Charge Tile fields.
Step 2: Select SALE from the Charge Type drop-down menu.
Step 3: Select a previously saved payment method from the Payment Method drop-down menu.
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. 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).
Once the payment is processed, review the following use case guides for additional information on related topics:
Process a Token Payment with Create Payments: Process a payment from a pre-saved customer payment token using the Process a Token Payment with Create Payments use case.
Process a Card Payment with Quick Charge: Process a payment that does not require Level 2 or Level 3 information using the Process a Card Payment with Quick Charge use case.
Process an eCheck (ACH) Payment with Quick Charge: Process a payment quickly using the Process an eCheck (ACH) Payment with Quick Charge 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.
Click the links or items below to access any of the following pages: