This tab shows all the customer's Credit card and eCheck information.
Transactions
The "Transactions" tab shows a list of this customer's past credit card and eCheck transactions. The status of these transactions will be color coded according to the legend.
New Transaction
To add a new transaction click "+ New Transaction" on the right side of the screen. a Payment Page will appear. Fill out fields (hyperlink to payments) and click "Submit Payment" in the upper right corner to submit the transaction to Forte.
Receipt
Click "Receipt" to the right of approved transactions to send a receipt to the customer's email. Enter the customer's email address in the box that appears and click "Email" to send.
Void
To void an appoved transaction click the "-" icon to the right of the transaction you wish to void. This cannot be undone.
Transaction Details
To view detailed information about a transaction by clicking the blue "Transaction Date" hyperlink on the left side of the page.
If a transaction is approved or void you can view the payment and deposit linked to the transaction by clicking the correponding buttons on the upper right side of the page.
Credit Card
The "Credit Card" tab shows you a list of this customer's credit cards
1. New Credit Card
To add a new credit card, click new credit card on the right side of the page. Fill out fields (hyperlink new cc) and click "Save" in the upper right corner.
2. Edit
To edit credit card information, click the pencil icon to the right of the credit card you wish to edit.
eChecks
The "eCheck" tab shows you a list of this customer's eChecks.
2. New eCheck
To add a new eCheck, click "New eCheck" on the right side of the page. Fill out fields (hyperlink new eCheck) and click "Save" in the upper right corner.
2. Edit
To edit eCheck information, click the pencil icon to the right of the credit card you wish to edit.
(I need better screenshots)