Taking a Credit or Debit Card Payment

Updated September 19, 2024

These instructions describe how to apply a credit or debit card payment to an invoice through EPASS Pay, by adding a Payment line to the invoice, selecting an EPASS Pay Payment Type, and choosing a payment entry method.

Click here for more information about Entry Methods

 

Before Starting:

 

To Take a Credit or Debit Card Payment:

  1. Click the Payment tab.

  1. In the Payment Type dropdown, select EPASS Pay Credit Card or EPASS Pay Debit Card.

  1. Enter the Amount of the payment.

  1. In the Entry Method dropdown, select how you are entering payment info into EPASS:

 

PIN Pad

Follow these instructions if you are using a PIN Pad as the payment entry method.

  1. Click the PIN Pad browse button and select the PIN Pad that you are using from the list.

Tip: Clicking the Save Credit Card for Future Use checkbox securely stores the customer's card information so that you can use it again for a future transaction.  

  1. (Optional) Enter a Comment for this transaction. The comment appears on the invoice payment line.
  2. If not already selected, select your Branch from the dropdown.

  1. Click OK to begin processing the payment.
  2. Complete the payment on the PIN Pad. Once the payment has finished processing, the result is applied to the invoice, and the authorization number and transaction ID is displayed on the Payment tab.

Form Keyed (Credit Card Only)

Follow these instructions for transactions where the credit card is not present (for example, over-the-phone transactions).

  1. (Optional) Enter a Comment for this transaction. The comment appears on the invoice payment line.
  2. If not already selected, select your Branch from the dropdown.

  1. Click OK to begin processing the payment.
  2. Enter the customer's billing information, and then click Next.

  1. Enter the card number, expiration date, and CVV. Click Submit.

  1. Once the payment has finished processing, the result is applied to the invoice, and the authorization number and transaction ID is displayed on the Payment tab.

 

Card on File (Credit Card Only)

Follow these instructions to use a credit card that was previously used by the customer and saved in EPASS.

  1. Select the customer's Card from the dropdown.

Note: If the Card dropdown is empty, then the customer's credit card was not saved during one of their previous transactions. If you want to save the customer's card info, make sure that the Save for Future Use checkbox is selected when taking a payment with the PIN Pad or Form Keyed entry method.

  1. (Optional) Enter a Comment for this transaction. The comment appears on the invoice payment line.
  2. If not already selected, select your Branch from the dropdown.

  1. Click OK to process the payment.
  2. Once the payment has finished processing, the result is applied to the invoice, and the authorization number and transaction ID is displayed on the Payment tab.

See Also: