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

Configure a preferred payment method (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., SmartCalls.

    Configure a preferred payment method

  3. Click the customer name to enter their record.
  4. On the Customer panel, select Personal, General info and then Payment method.

    Configure a preferred payment method

  5. On the Payment method panel, click the Add method button.

    Specify the details of payment method

  6. Select the Credit Card option and specify the required credit card details.
  7. Click Add.

Configure a preferred payment method (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.

    Configure a preferred payment method (customer self-care interface)

  3. In the Amount, USD field, type “25.”
  4. In the Payment Methods section, select Pay directly with any major Credit Card including VISA, MasterCard, American Express.
  5. Click the Next button.

    Make a payment (customer self-care)

  6. Select the Credit or Debit Card option and specify the required credit card details.
  7. Select the Save this information for future use check box.
  8. Click the Pay Now button.

    Get confirmation (customer self-care)

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

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