Manually Process a Credit Card
How to manually charge a credit card using the BillMax Staff Portal
- View the Account.
- Select from the Context Menu.
- Choose the Payment Information To Use.
- Enter the Amount to charge. The default is the total amount owed by the customer.
- Fill in any other relevant data. Most of the time the defaults may be accepted.
- Make sure that the appropriate Debits under Allocations are selected if the Amount to charge was changed,
- Click one of the Process Credit Card buttons depending on your needs.