The Goal: Process a credit card payment through GrowthZone's integrated payment gateway (GrowthZone Pay or NAR eCommerce) against an open invoice.
Before You Begin:
- Your organization must be set up with GrowthZone Pay or NAR eCommerce as the integrated payment processor.
- Have the cardholder's credit card information available, or confirm a stored payment profile is on file.
Process a Credit Card from the Finance Rail (Billing Section)
- Go to Finance, Billing section, click All Sales/Invoices.
- Click the actions icon in the Actions list for the invoice you wish to pay.
- All invoices associated to the contact will be displayed. You can also choose to show invoices for related contacts. Tick the checkbox for the invoice(s) you wish to pay.
- Complete the payment form:
- Payment From: Displays the member to whom the invoice was sent. You may change this if necessary.
- Stored Payment Methods: If a credit card has been stored for this member, you can select it from the list.
- Card Information: Select the appropriate Payment Gateway. If no gateway is selected, the system default will be used.
- Enter Card Information: Enter the required credit card information fields.
- Store Payment Info For Future: If the member wishes, click this checkbox to store the credit card number for future use.
- Amount: Enter the amount to process. The amount due on the invoice is displayed by default, but you may change this.
- Email Payment Receipt: Enable this option if you wish to send a receipt to the payee.
- Click Done to process the credit card payment.
Note: Fields required for processing a credit card depend on the processor. If you are using NAR eCommerce, you will select the Contribution Type.
Common Pitfalls
- Wrong gateway selected: If your organization uses multiple gateways, verify the correct one is selected before processing.
- Stored card not visible: Stored payment profiles only appear if they have been previously saved against that contact record.