Overview
You can use the Manage Payment Plan Feature to capture Installments on an on-demand, ad-hoc basis. You can quickly charge the Customer's card or create a Payment Record.
When you Access Manage Payment Plan, you can also:
Step-By-Step Instructions
Capture Payment
Steps:
In "Manage Payment Plan" Modal Window:
Click "Capture Payment" Tab
Find Installment
On Installment, click the Checkbox to select
Select Payment Method and Charge
Option 1: Charge Card on File
Find Card
Click the Checkbox on Card
Click "Charge Card" Button
Option 2: Add New Card
Click "+ New Card" Checkbox
Enter Card Number
Enter Expiration Date
Enter CVC Code
Click "Charge Card" Button
Options 3: Create Payment Record (Payment Collected Externally)
Click the "Payment Collected Externally" Checkbox
Select Payment Method from Dropdown
Optional: Enter Description in Description Text Field
Click "Create Payment Record" Button