The Process Payment Action launches our new PCI Compliant Payments pop-up to allow you or your customer to make a payment with Credit Card or ACH (not available with every gateway).

There are five actions you can select for this. Please view the associated article for each.

  • Charge - Processes a payment for the selected amount.

  • Pre-Authorization - Save payment details for future use (processes a $1 dollar hold to verify the CC/Account).

  • Setup - Launches payments pop-up in setup mode. Action will not be executed in Guest Pages, Public Pages or App Routines.

  • Refund and Void - Refund or void a transaction.

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