Use Case: Process a Token Payment with Create Payments
- Miles Graves
- Ada Li
You can process payments from customers using a previously saved tokenized payment method (token) using the Create Payment page and even enter Level 2 and Level 3 information for better credit card interchange rates for transaction processing. This tutorial walks you through the steps of processing a payment using a saved token on the Create Payments page.
Objective
Use the Create Payment form to process a payment using a saved customer payment token, with an option for the addition of Level 2 and Level 3 information.
Audience
Merchants
Environment
Portal (Sandbox)
Portal (Production)
Prerequisites
Prerequisites:
You must have a fully boarded Merchant 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: You can accept a payment quickly and easily with the Quick Charge tile or the Create Payment form. Quick Charge enables you to quickly capture customer and payment information right from the dashboard. The Quick Charge tile only supports Level 1 data. The Create Payment form provides a way to accept a payment and includes the option to enter Level 2 and 3 information.
Additional Resources
See Payment Acceptance for more information about accepting payments through the platform.
Process a Payment with Create Payments Using a Token
Access the Create Payments Page
Click CREATE PAYMENT in the left navigation panel to open the Create Payment form.
Enter the Payment Information
Enter the charge amount.
Select SALE from the Charge Type dropdown menu.
Select a previously saved token from the Payment Method dropdown menu.
Enter Customer Information (Optional)
Click the Customer Details dropdown arrow to enter optional customer information, including mailing address, email address, and phone number.
Submit the Transaction for Level 2 or 3 Processing (Optional)
If you are submitting the transaction for Level 2 Processing, click the Level 2 Processing box. Fill in the additional fields that appear below the Customer Details section.
If you are submitting the transaction for Level 3 Processing, note that you must first click the Level 2 Processing box, then an additional Level 3 Processing box will appear. Click the Level 3 Processing box and enter the information in the additional fields that appear.
Process the Payment
Click PROCESS PAYMENT to submit the payment information.
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 Quick Charge: Process a payment from a pre-saved customer payment token.
Process a Card Payment with Create Payments: Process a payment that includes Level 2 and Level 3 information.
Process an eCheck (ACH) Payment with Create Payment: Process a payment that includes Level 2 and Level 3 information.
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:
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