Module: Payments

Description

Allows the capturing from the front end of your website for manual processing of a credit card or bank ACH.

Key Features

• Securely capture for manual processing.
• All information is fully encrypted.

Requirements

You will need to have a valid system login that has been granted access to the Downloads module.

Sample Screenshot

Click for the full size version of the image.

Adding & Editing

• Billing Information
  • Company Name: The company name that the payment is to be applied to.
  • Name: The person paying or authorized to pay.
  • Address: The business address.
  • City: The city the business payment method is in.
  • State: The state the business is in.
  • Postal Code: The postal code for the business.
  • Phone Number: The phone number for the business.
  • Email Address: The email address for the business.
• Credit Card Information
  • Card Number: The credit card number.
  • CVV: The CVV for the credit card number
  • Expire Month: The expiration month for the credit card number
  • Expire Year: The expiration year for the credit card number
• ACH Payment Information
  • Name on Account: Name on the account.
  • Bank Name: Bank name.
  • Account Number: Check bank account number.
  • Routing Number: Check bank routing number.
• Payment Information
  • Pay For: What the payment is for. The default values are:
    • Courses
    • Event
    • Invoice
    • Products
    • Silent Auction
    • Other
  • Invoice Number: The invoice number, if any, that the payment applies to.
  • Amount: The amoun that should be charged.
  • Frequency: How often should the charge happen.
• Additional Information
  • Comment: Any comments that you have regarding the payment.
  • File Attachment: Attachment of any supporting documentation for the payment.
• Processed Information
  • Processed Date: The date the information was processed.

Tips & Tricks

• The credit card and ACH information should be removed as soon as the information is processed.