Charging a Customer Card in One Click Contractor using PaySimple
1. On a Proposal / Contract, click the “Make Payment” button.
2. From the Make a Payment window,
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- Enter the appropriate amount you wish to bill the customer card (it will default to the total amount from the estimate).
- Enter the card information (number, expiration date, CVV, and postal code)
- Click Complete Payment
3. Once the payment is processed you will be presented with a result screen with customer number, customer name, and the status of the charge. The message will show authorized directly after the payment has been submitted
4. Once the payment is completed (successfully or unsuccessful) it will be available on the Information tab.
5. The customer will also receive an email receipt from PaySimple
