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

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