Process a credit card payment immediately from a customer's record.

1. Click Credit/Debit/eCheck (Electronic Funds Transfer).
2. Click Add/Edit Customer.
3. Search for the customer. Enter the exact Customer ID and/or full or partial Customer Name and click Search.
   Note: If the search results in only one customer, the Edit Customer page displays showing the customer's information.

   If you cannot find the customer's record, click Search without any information in the search fields, or type part of the name — for example, “A” for Anderson, Andrew.

4. On the Edit Customer page, next to the Transactions section, click Add Real Time Credit Card Transaction.
5. Verify the address and card information is correct and enter the card's CVV2.
6. Enter the dollar amount in the box next to the applicable fund. Funds will vary depending on what is set up for your organization.
7. For Transaction Type, select how the transaction was presented to you.
8. If there is an email address on file, you'll see an Email Receipt option. Select that to send a transaction receipt.
9. For Description of Goods/Services, enter information about the transaction.
10. Click Process.