If your association does not use entity crossovers, the payment is made to the entity of the selected batch and only payment methods, credit cards and stored payment methods for the selected entity display.
If your association uses entity crossovers, in
Payment Entity, select the entity to which the payment should be made and for which payment methods, credit cards and stored payment methods for the selected entity display; the entity of the selected batch is preselected by default. Learn more about Entity Crossovers.
Payment Amountis prepopulated with the full cost of the selected cart items and can be manually updated to make a partial payment.
Payment Method, select one of the entity payment methods for the entity:
To receive payment in cash, select
Payment Amountis correct.Show Me an Image...
To handle payment with a paper check you plan to deposit later, select
Check Number, enter the check number which is saved on the payment.Show Me an Image...
To receive payment with a one time credit/debit card payment, select
Credit Cardand enter the proper information in
Cardholder Name, enter the information on the card.
The billing address is repopulated with the
Billing Addresson the customer's account but
Postal Code, and
Countrycan updated if needed.Show Me an Image...
If your association uses stored credit cards or eCheck, to receive payment using a stored payment method, select
Stored Paymentand in
Stored Payment Method, select the stored payment method from the payment gateway of the selected entity to use for payment. Only stored payment methods for the selected entity display.Show Me an Image...
A message displays if the account has no stored payment methods. Learn how to Create a Stored Payment Method for the account.
If your association uses stored credit cards, you may find you cannot select a given credit card and that it is marked as Expired. This is because the date on the stored credit card is in the past. With permissions from your administrator, you can either edit the existing stored payment method or create a new stored payment method and delete the old one.
If your association uses eCheck, you may find you cannot select a given bank account and that it is marked as
Exceeds Maximum. This is because the payment amount exceeds your associations per-transaction limit which is determined by your payment gateway. To select the bank account, in
Payment Amount, enter amount less then or equal to your association's per-transaction limit.
When selecting bank account, keep in mind, regulations specify that you must have customer authorization prior to processing a payment using an eCheck stored payment method; learn more. If you have received authorization, select
Authorization Receivedto proceed.Show Me an Image...
Keep in mind, unlike credit card payments, eCheck payments are not instantly authorized. Like a paper check, the authorization process can take 5 to 7 days.
Note, feel free to add any important information to be saved on the payment.