How to Add Credit Card Payment

Created by Cyndi DeBolt, Modified on Tue, Jul 15 at 1:33 PM by Corey Nolan

When taking a down payment in the quote screen, perform the following steps to take the down payment. 

  1. 1. In the quote screen enter the Total Down the customer is willing to make 

  1. 2. Click the drop-down and choose payment method 

    1.   

    2.  a. Paper Check 

  1. i. Allows user to enter paper check payment source

  2. b. Waived Down Payment 

  3. i. Allows user to waive the down payment 

  1. c. Transfer Funds 

  2. i. Allows user to transfer funds  

  1. d. Add/ Edit Payment Method 

  2. i. Allows user to add Method Source

  3. Visa 

  4. * Master Card

  5. Discover

  6. American Express

  7. ACH Checking

  8.  ACH Savings 

  9.   

  10. 3. When one of the 4 available Credit card method source has been selected

  11. a. Verify the CC # is correct, the system already counts the characters and limits to 16

  12. b. Verify the Expiration Date and Year

  13. c. Verify the Address is correct

  14. i. If incorrect, you can click the Address drop down > Click Manage Addresses > Add Address > Click   icon > Click back to Payment Method  

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