Using the Credit Card Payment Option

When purchasing a product, selecting the Credit Card payment option allows the user to enter credit card information for the product being purchased.

Credit card payment options can be enabled on the Business Unit level—if no credit card payment options have been enabled, the Credit Card payment option will not be available during the checkout process.

An image of the checkout page highlighting the Credit Card payment method

Note: For additional information on the transaction cycle, see the help topic, Understanding the Transaction Cycle.

Paying with the Credit Card payment option:

  1. On the Submit Order screen of the product checkout process, locate the Payment Options section.
  2. Select the desired batch in the Post to Batch field.

Note: If the payment options associated with the batch selected do not include a credit card option, then the Credit Card payment option will not appear.

  1. Select the Credit Card payment option.
    • If the functionality to use a credit card reader has been enabled and a credit card reader is attached, click the Swipe Card button, then swipe the credit card. The Name on Card and Card Number fields will populate with the card information. For information on setting up this functionality, see the help topic: Managing Configuration Settings.
    • To save the credit card information to the secure Vault, click the check box next to Save this Credit Card?.
  2. Click the Submit Your Order button.

Once the transaction is successfully completed, the Transaction Detail page will appear.