Telephone Payments – Step 3 – Taking Payments via Telephone

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To take a card payment via telephone just follow the guidance below;

  1. Click Invoices > Select the unpaid invoice you will take the card payment for 
  2. Under the Payment Details section click the Card Payment button
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  3. On the next page, enter in the customers card details. Name and address details are automatically filled in from the customers profile. The details need to match the customers address that they’ve got with the bank.
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  4. If the payment is successful you will be taken back to the invoice page. You will see the payment recorded in the payment details section, along with your payment processors authorisation code for the payment.
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