You can process card payments using the Quick Charge tile on your portal dashboard. This approach is one of multiple payment acceptance options through the platform. This tutorial shows you how to accept a credit or debit card payment from a customer using the Quick Charge tile.
Audience: Merchant
Process a Card Payment with Quick Charge
Complete all steps in the following sections to process a card payment using the Quick Charge tile.
Note
Quick Charge cannot process Level 2 or 3 interchange data. As a result, its transactions cannot qualify for different interchange rates past Level 1.
Alternatively, the Create Payment form provides a way to accept payments and includes the option to enter Level 2 and 3 information.
Prerequisites
Before attempting this tutorial, you must:
Meet the general prerequisites described in Get Started with Use Case Tutorials.
Have access to the card number and contact information for the customer that you are charging. You can access saved card information in your Customer Profile if the customer and their payment method were saved in a previous transaction.
Access the Quick Charge Tile
The Quick Charge tile is located in the upper-left 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 navigation panel.
Enter the Quick Charge Information
Enter the charge amount and customer contact information in the Quick Charge tile fields.
Select SALE from the Charge Type dropdown 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.
Leave the Payment Method dropdown menu on the default setting to enter new card information on the next page, or select a previously saved payment method from the dropdown menu.
Paying With Saved Payment Information
If you are charging a stored payment method, select it from the Payment Method dropdown menu.
If you are charging a card that is not saved to your profile, keep the Create New Payment Method dropdown menu in its default setting. You will enter the new card information in the next step.
(Optional) To save the customer information for future charges, select Save Customer Information in the lower-left corner of the tile.
Process the Payment
Using a previously saved payment method:
Click PROCESS PAYMENT to advance to the next step.
Using a new payment method:
When you click PROCESS PAYMENT, the Card Information dialog will open on the page.
Enter the customer's card number, expiration date, CVV code, and name on the card.
Click PAY AMOUNT USD/CAN to complete the payment.
Important!
Card Payment Error Message: If any credit card information entered in the Quick Charge fields is incorrect, an error message will appear after you click PAY AMOUNT. Check the information on the card and reenter any information that was incorrect.
Result: After submitting the card payment, 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.
Next Steps
After the payment is processed, review the following guides for information on related topics:
Process a Card Payment with Create Payment: Process a payment that includes Level 2 and Level 3 information.
Process an eCheck (ACH) Payment with Quick Charge: Process a payment quickly.
Process a Token Payment with Quick Charge: Process a payment from a pre-saved customer payment token.