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Processing Credit Card Payments
We have credit card integrations with Worldpay, Bluefin, and Gravity. See the Related Articles section at the bottom of the page for details on initial accounts setup for each integration.
Payment Type Configuration
- Once an integration is configured, we will attempt to process any payment with the Payment Type of Credit Card.
- To review configured payment types, click on the Settings or Gear Icon, and then Payments.
Processing a Credit Card with a Card Present
- Once you are on the Make Payment or Checkout screen choose your credit card payment type. This changes the prompt depending on your integration settings.
- Select the correct terminal, click Process Payment, and follow the directions on the terminal to process the transaction.
- Place the cursor in the Credit Card Track field. Swipe the card.
- Correctly capturing the card information will populate an obscured credit card track field with dots or asterisks depending on browser and operating system.
- Click "Process Payment" to process the payment.
Processing without Card Present
- Navigate to the Make Payment or Checkout screen.
- Choose the payment type
- Choose the correct terminal
- Process Payment
- The selected terminal will prompt you to swipe the card. Instead, enter all the information manually using the keypad and complete the transaction.
- Choose the payment type,
- Put your cursor in the "Credit Card Track" field, and if your USB swiper included a keypad, enter the information directly into the keypad.
- Otherwise, manually enter the information into the "Credit Card Track" field with your keyboard.
- Process the Payment.
Entering Payments Processed Outside of the Integration
- In order to enter payments that were processed outside of the integration, see the image below and select "yes" to the Skip credit card processing option.
- This will log the transaction in the system for reporting, but won't charge the client or process the payment electronically.
- How do I set up the Bluefin payment integration?
- How do I set up the Gravity integration and add a terminal?
- How do I set up a payment integration with Worldpay?