Process Payments Tool

Review a selection of payments and process them.

With the Process Payments tool, you can:
- Assign the merchant batch.
- Review a summary of payments.
- Opt to include free options in the summary.
- Close the tool without processing payments.
- Process payments.
The tool is available on the Products & Payments > Payments page for people with the appropriate security role.
You can make a selection of unprocessed payments; that is, payment records with the Processed field set to No.
A processing message displays after you select Process Payments.
A confirmation message displays when payments finish processing.

The Process Payments tool screen.

Process Payments

In the navigation menu, click Products & Payments > Payments.
Select the payments you want to process.
Click Tools, then click Process Payments.
In the Assign Merchant Batch field, enter the merchant batch information.
Optional: If needed, click the Include Free Options toggle.
You might have a payment of $0.00 and want to process that payment alongside actual monetary payments. To process those free "payments", select this toggle. This updates those payment records to set the Processed field to Yes.
Click Process Payments.

The information you entered is used to process payments for contacts in your database. You'll find these processed payments under Products & Payments > Payments with information including the merchant batch, payment type, invoice, and more. The Processed field is automatically set to Yes.

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Process Payments Tool

Process Payments

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