You can process payments for existing customers using a tokenized payment method (token) saved in the Portalportal. Using payment tokens makes payment processing more streamlined and secure. This tutorial will walk walks you through the steps to save a credit card, debit card, or bank account information (ACH) payment method to create a payment token.
Objective
Create a payment for an existing customer using a saved payment token.
Audience
Merchants
Environment
Portal (Sandbox)
Portal (Production)
Prerequisites
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Prerequisites:
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Tips
Tips will provide suggestions to streamline or better prepare you to apply this use case tutorial.
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Tip: The Payrix platform will create a customer record every time a token is generated. As a result, you do not need to create a new customer if you create a new token. |
Additional Resources
See the Payment Acceptance page for more information about accepting payments through the Platformplatform.
Process a Payment with Quick Charge Using a Token
1. Access the Quick Charge Tile
The Quick Charge Tile tile is located in the upper-left -hand corner of the dashboard. You will automatically be directed to your dashboard when you log in to the Platformplatform. You can also access the dashboard from anywhere in the Platform platform by clicking DASHBOARD in the left -hand navigation panel.
2. Enter the Quick Charge Information
Step 1:Enter the charge amount and customer contact information in the Quick Charge
tile fields.
Select SALE from the Charge Type drop-down menu.
Select a previously saved payment method from the Payment Method drop-down menu.
(Optional)
To save the customer information for future charges,
select Save Customer Information
in the lower-left
corner of the tile.
3. Process the Payment
Click PROCESS PAYMENT to advance to the next step.
Result: The charge will be processed using the previously saved tokenized payment method (token).
Next Steps
Once After the payment is processed, review the following use case guides for additional information on related topics:
Process a Token Payment with Create Payments: Process a payment from a pre-saved customer payment token using the Process a Token Payment with Create Payments use case.
Process a Card Payment with Quick Charge:Process a payment that does not require Level 2 or Level 3 information using the Process a Card Payment with Quick Charge use case.
Process an eCheck (ACH) Payment with Quick Charge:Process a payment quickly using the Process an eCheck (ACH) Payment with Quick Charge use case.
Conclusion
Once After the payment is submitted, the charge will be processed and you can navigate away from the page. You will receive a payment confirmation email, and the payment will show in the table on the Payment History page.
References
Click the links or items below to access any of the following pages: