HOW DO I TAKE A PAYMENT?
On the dashboard, there is a section labeled "FLOWS” in this section you will select either the Accept Check Payment or the Accept Card Payment FLOW. Note that your system administrator may only have one of the options available for you to select from.
Once you have selected one of these FLOWS, a form will load. In order to process the payment, you will need to fill out the form. Any field with a red asterisk is required.
When the form is completed, click Process. At this point, the payment will process and you will be brought to a confirmation screen. On this screen you will see several buttons which allow you to email a receipt, print a receipt, view the transaction, process a new payment, process another payment with the same information, or create a payment schedule. The options you see will be based on the permissions and settings established by the system administrator. You will also see the receipt for the transaction you processed.
Still Need Help?
Please reach out to our Customer Success team via email at: firstname.lastname@example.org for further assistance.