Using Credit Cards in the Client Portal
- Michelle Cabaya (Unlicensed)
Customers can pay when placing an order online in the Client Portal. This is set up, and user permissions can be limited, based on the internet user account.
Instructions
To accept credit cards, you must first set up credit card processing in the Classic Operations App. See Setting Up Credit Card Processing.
Go to Maintenance > Internet Users.
Select the internet user you would like to allow to pay by credit card. See Internet Users (Classic Operations App) or Internet Users.
Enable the option to pay by credit card.
For the Classic Operations app, in the Internet Options tab, select either Accept credit cards or Only accept credit cards.
For the Operations App, go to the Options tab and select "Yes" or "Required" for Accept credit cards.
Click OK to save changes.