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Contents Page
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| Viewing the Protx Payment
Screen |
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You can view the
protx payment screen by selecting the
Protx Payment
folder in the left hand frame of the Account
Manager Screen.
The screen will be populated already with some
information from the contact such as the Name in
the "Card Holder" box and the address from the
contact in the "Billing Address" box. You
will be able to edit these fields if you
require. |
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| Creating a Protx Payment |
Firstly you can
select if you wish to take the payment now,
authenticate the card or set up as a repeat
payment. Select your choice from the drop
down menu when you click in the
"Authorise/Repeat" box. You can only set
up a repeat payment if there is an authenticated
card or a card payment already on the system see
Scheduling Repeat
Payments.
The "Invoice" box will allow you to select the
invoice you wish to apply the protx payment to.
Generally there will be only one invoice.
The contacts name will automatically populate
the "Card Holder" box. You can change this
if required.
Similarly the "Billing Address" and the "Post
Code" boxes will be populated with the contacts
address details and post code, again these can
be changed if required.
By clicking in the "Card Type" box you can
select the card type for the payment from the
drop down menu.
Enter the payment amount in the "Value" box.
The "Amount to be taken" will display the total
amount that will be taken from the card.
This will include system charges for the use of
Credit or Debit cards.
You can eliminate the system charge by checking
the "Suppress Charge" box so the amount taken
will equal the value entered.
Enter the long card number for the subjects
card.
Enter the cards "Valid From" and "Expiry" dates
in the next two fields.
The last 3 digits on the back of the card should
be entered in the "Security Digits" box.
If the card has an "Issue Number" this may be
entered in this box.
You may enter the subjects email address in the
"Email" box, this will send an emailed receipt
of payment to the address and also add the email
address to the contact.
When you have taken the relevant details click
on the button with the payment icons, this will
process the payment and return a message of the
success of the transaction. |
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| Deleting a Protx Payment |
| There is no way to
delete a protx payment after having processed it.
You would have to contact your system administrator
regarding the possibility of voiding or returning the
payment to the payer. |
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Contents Page
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