Previously, transactions could only be processed through the default payment provider. This was a limitation for users operating multiple payment providers simultaneously or migrating to a new one. Now, you can charge customers using any of the saved cards, regardless of the payment provider.
Step 1: Access the Contact Page
Navigate to the Contact page of the customer you wish to charge.
Look for the money icon in the right-hand corner.
Step 2: Initiate the Charge
Click on the money icon.
A pop-up screen will appear, presenting options to either select an existing card or add a new one.
Step 3: Select or Add a Card
Select Existing Card: Choose from the list of saved cards to process the payment.
Add New Card: Enter the new card details and save it for future transactions.
Step 4: Complete the Transaction
Once the card is selected or added, confirm the amount to be charged.
Click on the 'Charge Now' button to process the payment.
Maintain Updated Records: Regularly update card information to avoid failed transactions.
Monitor Transactions: Keep track of all transactions to ensure accuracy and resolve any issues promptly.
Use Multiple Providers Wisely: Balance the use of multiple payment providers to optimize transaction fees and reliability.
