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This chapter assumes that you have already performed the configuration steps as described in the Payment configuration handbook.

Make a payment on behalf of a customer (admin interface)

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  1. On the navigation menu on the left select Sales and then Customers.
  2. Use the Customer search panel to search for the desired customer, e.g., Smart Calls, Ltd.
  3. Click the customer name to enter their record.

    Customer panel

  4. On the Customer panel, click the image034 Balance adjustment icon.

    Balance adjustment

  5. In the Balance adjustment wizard, select E-commerce payment from the Operation type list and click Continue.
  6. On the Payment method step, select Credit card from the Pay using list and specify all the required credit card details.
  7. Click Continue.

     Payment method

  8. On the Payment amount step, type in “25” in the Amount field and click Continue.

    Payment amount

  9. On the Billing address step, specify the customer’s billing details.
  10. Move the slider to save the credit card information and click Continue.

     Billing address

  11. Review the payment details on the Summary page and click Finish.
  12. After the successful payment processing, you will receive the payment confirmation.

     Check the Receipt

Make a payment (customer self-care interface)

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  1. On the customer self-care interface, go to the Billing Information tab.
  2. In the left-hand menu, click Make a Payment.

    Make a payment (customer self-care interface)

  3. In the Amount, USD field, type “30”.
  4. Click the Next button.

    Specify the amount

  5. Click the Pay Now button.

    Get confirmation

  6. After the successful payment processing, you will receive the payment confirmation.

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