From the Payments center you can enter new credit card and Echeck (ACH) payments, as well as enter new payment schedules. You can access your complete payments history from the manage payments tab and keep track of your complete list of recurring payment schedules from the manage recurring payments tab. Voiding and refunding payments is done from this center, as well as schedule management and importing of payments and payment schedules.
When you click the
“Payments” button in side navigation, you will be taken to the manage
payments tab, as shown below:
NOTE: The table will be empty, as in the
screen capture below, until you process your first payment.
If you want to collect a payment, use the “Collect Payment” Quick Link to go directly to the collect new payment screen.
The following sections describe each function available from the Payments center in detail. You can click on the Next links located at the bottom of each screen to read through the entire section. Or click one of the links below to jump to a particular area of interest.
Next Sections