Taking Payment by Credit Card

Taking a Credit Card Payment

This guide will outline how to process a payment in Sales Force. These instructions are the same regardless of the source of the sale.

Note: This guide assumes you are inside the payment portal

Select Credit Card

  • Fill in all details for the credit card information
  • Select Process Payment

Processing response

 

The payment confirmation details will appear at the top of the payment details screen.

Note: If there is an issue with the credit card details this will fail with a red alert instead.

Select Finished