Processing a Payment (Card Not Present)

Overview

This is an overview of how to run a credit card after a customer's card has been added to the digital wallet.

Instructions

Click the tabs below based on the version of the Wise Option software you need instructions on.

Video How-To

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Step-by-Step Guidance

  1. Customer File > Account

  2. Click Payment with Digital Wallet

  3. Select the card > Review and or change the amount.

  4. Click Pay Now

  5. Review memo options

  6. Send payment receipt

  7. If using Credit Allocations, please ensure the credit is allocated appropriately.

Recourses

Applying an Credit to an Invoice or Charge

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