How To: Accept a Credit Card Payment on an Order
Once an Order has been created in TapGoods PRO or from Storefront, you can add a Payment to the Order in the Billing tab. In this tab, you can add a Credit Card to the Order if you have not already, and initiate Payment from the Customer.
Regardless of the Order Stage the Order is in, this tab will always be available to utilize.
In the Billing tab, you can trigger a Payment from the Customer’s method of Payment in the Payment field. You can accept Payment in the form of a Credit Card, Cash, Check, or input an Other form of payment. All forms of Payment can be tracked within TapGoods PRO and transactions can be pulled in Reports downloaded from the platform.
To accept Payment from a Credit Card on file, follow the steps listed below.
- Select Credit Card in Payment Method.
- If the Contact has a Credit Card on file in Customer Details or Company Details, click the dropdown arrow next to New Credit Card and select the Card On File.
- Click Submit.
If the Contact does NOT have a Credit Card on file, add a New Credit Card and fill out the Billing Information.
Once a Payment is successfully processed, you will receive an alert at the bottom of the screen indicating that the Payment has gone through.
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