Guided Payments is a tool that asks a series of questions to ensure you are taking steps toward processing the right transaction for your customer. These questions cover what method of payment will be made (ACH or check processing), what kind of customer you are processing payment for (new or existing within the application), and the payment type (telephone, preauthorized, etc.). While not required, you may find using Guided Payments useful for making payments.
1. Log in to the system, and select Transactions from the left main menu.
2. On the Transactions page, under the Guided Payments heading, select how the customer will be paying. For example, select ACH.
NOTE: Depending on the selection you make, there may be more questions. Options with a radio button indicate there are more questions to come, while options that display as a hyperlink will navigate you a page where you may enter payment information. At any time, select Back to return to the previous question
3. Follow the series of questions until you come to a payment screen
Justine Krebs
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