How to Process a Specific Check or Credit Card Payment

This article will describe how to process a specific cheque or credit card payment. If you do not already have an existing invoice, please consult our Knowledge Base article on creating an invoice, and then return to this article.

Processing a Check Payment

1. Click ‘Process Payment‘ to bring up a dialogue box labeled ‘Mark Invoice as Paid’.

2. Click ‘Check‘ to bring up a new dialogue box, ‘Confirm Process Payment’.

3. Enter the check number in the box marked ‘Check #’, enter the date the check was received in the ‘Date Received’ box, and enter any relevant comments in the ‘Comments field’.

4. Click ‘Continue and Skip Email‘ to process this payment without sending the member an email; click ‘Continue and Send Email‘ to process the payment and send a notification to the member.

Processing a Credit Card Payment

1. Click ‘Process Payment‘ 

2. Click 'Credit Card'

3. Confirm and review the amount and click ‘Continue‘.

4. Enter the card information and billing address, then click ‘Confirm Payment‘.

Congratulations, you have processed a check or credit card payment!