The virtual payment feature allows users to manually process payments for customers using their payment card or bank account details. Follow these simple steps to create a virtual payment:
Navigate to the Payment Screen:
- Open the billing app and locate the Create Payment option in the main menu.
Choose Payment Type:
- In the Payment Type dropdown, select Virtual Payment.
Select an Account:
- Use the Account field to search for and select the appropriate customer account.
Enter the Payment Amount:
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Input the total payment amount in the Amount field.
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If applicable, toggle the Enable Surcharge option to add a convenience fee for online payments.
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Disclaimer: The office must be enabled for surcharge.
Add a Note (Optional):
- Include any necessary transaction details in the Note field. This note will appear in the payment history for reference.
Enter Payment Method Details:
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Under Payment Method, choose whether the customer is paying via Card or Bank Account.
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For Card Payments:
- Input the customer’s card details, including the Card Number, Expiration Date, CVC, and ZIP Code.
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For Bank Account Payments:
- Enter the customer’s bank account number and routing number.
Review and Submit:
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Once all details are entered, double-check the information for accuracy.
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Click the Process Payment button to complete the transaction.