Use Case: Process a Token Payment with Quick Charge

You can process payments for existing customers using a tokenized payment method (token) saved in the portal. Using payment tokens makes payment processing more streamlined and secure. This tutorial walks you through the steps to save a credit card, debit card, or bank account information (ACH) payment method to create a payment token.

Partial view of the Dashboard page, showing the Quick Charge tile.

Objective

Create a payment for an existing customer using a saved payment token.

Audience

Merchants

Environment

Portal (Sandbox)
Portal (Production)

Prerequisites

Prerequisites:

You must have a fully boarded account to perform any of the actions described in this use case guide.
You must have an existing customer payment token saved in the portal in order to process the payment. To save a new token, see Create a Customer Payment Token.

Tips

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 Payment Acceptance for more information about accepting payments through the platform.

Process a Payment with Quick Charge Using a Token

Access the Quick Charge Tile

The Quick Charge tile is located in the upper-left corner of the dashboard. You will automatically be directed to your dashboard when you log in to the platform. You can also access the dashboard from anywhere in the platform by clicking DASHBOARD in the left navigation panel.

Enter the Quick Charge Information

Enter the charge amount and customer contact information in the Quick Charge tile fields.
Select SALE from the Charge Type dropdown menu.
Select a previously saved payment method from the Payment Method dropdown menu.
(Optional) To save the customer information for future charges, select Save Customer Information in the lower-left corner of the tile.

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

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.
Process a Card Payment with Quick Charge: Process a payment that does not require Level 2 or Level 3 information.
Process an eCheck (ACH) Payment with Quick Charge: Process a payment quickly.

Conclusion

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: