Take Payment

The Take Payment process is used when processing walk-in or call-in payments.

• Enter the customer's Account Number and select the Method of the payment.
• Click the Take Payment button to proceed to the Complete Payment step.

• Select the Payment Type for the payment you will be processing.
• Once this selection is made, the area below Payment Type will either display the required Checking Information (as seen in the image above) or the required Credit Card Information.

• Once the payment details have been entered, enter an optional email address in the Email Confirmation fields to send the customer a copy of their receipt via email.
  • You will still have the opportunity to print the receipt confirmation after completing payment. The email receipt is an optional delivery method for those customers who do not require a printed receipt.
• Enter the Amount to Pay value and click the Complete Payment button to finish the Take Payment process.
• From the Take Payment Confirmation page will display the payment details and allow you to print the payment confirmation.

• If an email address was entered in the Email Confirmation fields, the recipient will receive an confirmation message like this: