Merchants can accept payments directly in the Payrix Pro Portal without any backend development. Merchants can process credit and debit sale transactions, authorization-only transactions, and eCheck transactions. The following sections describe how you can test each feature in the portal as a merchant.
The portal provides two ways to accept payments:
Quick Charge: Use the Quick Charge form to process transactions directly on the merchant portal dashboard.
Create Payment: Use the Create Payment page to add tips or to submit the transaction for Level 2 or Level 3 processing.
Process a Quick Charge Payment
Merchants can process transactions directly in the Quick Charge form on their portal dashboard.
To accept a payment:
Log in as a merchant.
Select Dashboard in the main side bar.
Fill in the form. The following fields are required:
Amount: The amount of the sale. The currency is in USD for US-based merchants and CAD for Canadian-based merchants.
Transaction Type: The type of the transaction: Sale, Authorization Only, or eCheck Sale.
Payment Method: Select a stored payment method or select Create new payment method to enter new payment details. If you select Create new payment method, see the Enter a New Payment Method section for details.
Important!
The address and contact information fields are not required. However, excluding this information might result in a transaction hold or an issuer decline depending on your portfolio’s AVS and Risk settings.
For Canadian merchants submitting address field data:
Provinces replace the list of states after you select Canada.
Enter a postal code in the Zip field.
Click Process Payment.
Process a Payment Using Create Payment
To process transactions that include tips or that require Level 2 or 3 data processing, use the Create Payment form.
To submit a transaction:
Log in as a merchant.
Select Create Payment under Payments in the main side bar.
Fill in the form. The following fields are required:
Amount: The amount of the sale. The currency is in USD for US-based merchants and CAD for Canadian-based merchants.
Transaction Type: Select the transaction type: Sale, Authorization Only, or eCheck Sale.
Payment Method: Select a stored payment method or select Create new payment method to enter new payment details. If you select Create new payment method, see the Enter a New Payment Method section for details.
To add customer information to the payment, click on the arrow to expand the Customer Details fields.
To submit the transaction for Level 2 or Level 3 processing, see Submit Level 2 and Level 3 Data for details instructions.Click Process Payment.
Enter a New Payment Method
If you select Create new payment method from the Payment Method dropdown menu on the Quick Charge or Create Payment form, a payment method dialog will be displayed after you click Process Payment.
For credit or debit card sale and auth-only transactions, enter the following card data:
Card Number: The account number on the card.
MM YY: The card’s expiration date.
CVV: The security code on the card.
Name on Card: The cardholder’s full name as it appears on the card.
For eCheck payments, the fields displayed on the payment form are different.