Manually Process a Credit Card

How to manually charge a credit card using the BillMax Staff Portal

  1. View the Account.
  2. Select Payment > Process Credit Card from the Context Menu.
  3. Choose the Payment Information To Use.
  4. Enter the Amount to charge. The default is the total amount owed by the customer.
  5. Fill in any other relevant data. Most of the time the defaults may be accepted.
  6. Make sure that the appropriate Debits under Allocations are selected if the Amount to charge was changed,
  7. Click one of the Process Credit Card buttons depending on your needs.