MENU

How to Process Client Credit Card Payments

  1. Click the Search icon.
  2. Type ‘Reception’ into the search bar.
  3. Click to select Reception/Front Desk (My Office). The Reception/Front Desk screen will open.
  1. In the list, locate the desired client and click the Client Balance hyperlink. The client payment window opens.
  1. Enter payment information. Ensure that Payment Method is set to Credit Card. The Credit Card Processing tab will initialize.
  2. Click the Credit Card Processing tab to begin credit card processing.
  1.  On the Credit Card Processing tab, ensure the correct Entry Mode is selected.
  2. Click Start Transaction.
  1. Complete the Order Form.
  2. Click Make Payment.