Charging Credit Cards |
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Depending on the charge, there are several ways you can process a credit card charge. For a brief tutorial on processing transactions using various methods, click here.
- To process a credit card charge for one appraisal order, see the Charging Credit Cards for Orders section.
- To process a credit card charge for a balloon payment across multiple appraisal orders, see the Recording Balloon Payments section.
- To process a new charge that's not associated with any specific appraisal
order...
- From your credit card processing tools, click New Charge in the Billing pane on the left.
- Fill out the transaction details including the client's name,
transaction type, amount, expiration date, and credit card number at a
minimum. If you have a contact record for the client in your address
book, click the book icon beside the first name field to select the contact
from your address book and automatically fill out the client's
information.
- To e-mail a copy of the invoice to your client, check the E-mail Invoice? box.
- If you're charging a new client and would like to add the client to your address book, check the Add Customer to Contacts? box.
- When finished, click Process to securely place the
charge.
Note: To ensure the maximum in secure transactions, all credit card transactions through Appraiser XSites are fully encrypted with SSL and fully PCI compliant.
- Once the transaction completes, a list of transaction results appears. To print an invoice as a receipt for your client, click Invoice. Otherwise, click Close to close the window.
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