You can run a manual sale using the saved payment card associated with a customer profile.
Notes:
• The Payments Portal does not save the payment card’s CVV. You need to know the payment card’s CVV if you want to use it when running a manual sale.
• Depending on your Payments Portal account, some options may not be available.
To run a manual sale with a saved payment card:
Option 1. Complete the steps in the following video:
Option 2. Complete the following steps:
- On the toolbar, click Recurring Billing.
- Click the customer’s record to open the detailed view.
- Click Sale for the card you want to use.
- Enter the Card Information:
- Use the month and year drop-down menus to select the Expiration Date.
- Type the CVV.
- (Optional) If your customer is using a commercial card, click the Commercial Card check box to display the Purchase Order field.
- (Optional) Type the Name on Card.
- Type the Street Address.
- Type the Postal Code.
- If your customer is using a commercial card, type the Purchase Order reference.
- Type the Order Information:
- (Optional) Customer ID.
- Invoice Number.
- Subtotal Amount.
- Tax Amount.
- (Optional) Tip Amount.
- (Optional) Convenience Fee.
- Click Submit Payment. The Payments Portal displays either a decline, or an approval screen:
- Decline – Payments Portal may display a reason such as “Decline; Invalid CVV.” You can retry the card or ask your customer to use a different payment method.
- Approval – The approval screen includes a summary of the transaction. On the approval screen, you can:
- Email or Print Receipt
- Start a new sale
- Void the sale
- Change the Tip Amount
Let us know if this answered your question. If not, please let us know why!
Tags: manual card sale, saved card, payments portal, virtual terminal, customer profile, payment card, keyed sale