How to: Manually enter a Card Connect Payment

Overview

If you do not have physical access to a customers credit card and need to take a credit card payment over the phone, please follow these steps.

Prerequisites

• Card Connect Feature setup

Steps

1. Convert order to an invoice
2. Click the payments tab
3. Click the Add Payment button
   
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4. Select Card Connect as the Payment Type
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5. Click the Hand icon to manually enter a payment
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6. Key in the card number, expiration date, and CVC
7. Click Process Manual Payment button
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8. If you need to switch back to terminal mode, click the credit card icon
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