how do i enter a credit card deposit

Danelle Medeiros shared this question 5 years ago
Answered

I need to enter a credit card for a deposit on the leads page

Best Answer
photo

If you want it to charge the card, then you would do it in the same place as the customer would: the contract page.

Go to the lead, click the contract tab, then click the contract icon on the right side. From there you can enter the credit card number.


If you just want to enter a payment that you've already received then you can just edit the contract tab and on the right side click 'add payment'.

Comments (4)

photo
1

If you want it to charge the card, then you would do it in the same place as the customer would: the contract page.

Go to the lead, click the contract tab, then click the contract icon on the right side. From there you can enter the credit card number.


If you just want to enter a payment that you've already received then you can just edit the contract tab and on the right side click 'add payment'.

photo
2

Our contract offers two payment options: Pay by Check or COD.

How can we add the option, Call us with your Credit Card information?

photo
1

I've added it for you.

photo
2

You're the best! Thank you.