You can use the enter payments view to use a credit card or electronic check as a payment type. The transaction will record the payment as a credit card or electronic payment. If the payment type is linked to a merchant account, then selecting the payment type will open a portal to the merchant vendor for processing credit cards and electronic checks. 

Entering a credit card payment

1. From the Enter Payments view, follow these steps when you reach the Payments section. 

2. Use the Type box to select a credit card payment type. 

3. Enter the payor and amount. 

4. Press Enter again to open the credit card processing window. 

Enter Payments view, Enter Credit Card window

 

5. Use the Enter Credit Card window to enter

• Payment method: American Express, Master Card, Visa, etc.

• Cardholder's name: As it appears on the credit card. 

• Credit card number: The credit card account number. 

• Expiration date: The four-digit (MM/YY) expiration date on the credit card. 

• Zip code: The zip code (#####) for the billing address of the cardholder.

• CVV: The credit card validation code. It's the three or four-digit number, usually on the back on the credit card. 

• Amount: Shows the amount to bill from the payment amount box in the Enter Payments view. If you need to update the payment amount, click Cancel. 

 

6. Click OK. 

You'll receive a "Success" message if the transaction was processed and a "Failed" message if the transaction wasn't processed. 

 

Entering an electronic payment

1. From the Enter Payments view, follow these steps when you reach the Payments section. 

2. Use the Type box to select an electronic check payment type. 

3. Enter the payor and amount. 

4. Press Enter again to open the electronic check processing window. 

5. Use the Enter Electronic Check window to enter

• Check account number: Enter the checking account number. 

• Check routing number: Enter the nine-digit routine number for the checking account. 

• Amount: Shows the amount to bill from the payment amount box in the Enter Payments view. If you need to update the payment amount, click Cancel. 

 

6. Click OK. 

You'll receive a "Success" message if the transaction was processed and a "Failed" message if the transaction wasn't processed. 

 

Troubleshooting

What if the credit card or electronic check payment type is missing from the payment type list?

If the credit card or electronic check payment type is missing from the payment type list, find out if a payment type to process a credit card is set up in Organization > Payment Types. [Credit Cards] [Electronic Checks]

What if the credit card or electronic check payment type isn't processing the transaction?

If you select the credit card or electronic check payment type and the payment isn't processed, check if the payment type is linked to a merchant vendor. It's the merchant vendor will process the credit card transaction. To set up a payment type to process a credit card or electronic check, the payment type needs to be linked to a merchant vendor and the credentials for using the merchant account need to be set up in Organization > Passwords. 

How do I set up credentials for credit card and electronic check validation?

How do I set up a payment type for credit cards?

How do I set up a payment type for electronic checks (eChecks)?

 

Can I set up a payment type that isn't linked to a merchant account?

Yes, you can set up a payment type for a credit card or electronic check that isn't linked to a merchant account. The payment type will record the credit card or electronic payment without processing the credit card or electronic payment. You can use this option if you are using a merchant vendor to process credit cards and electronic checks that isn't supported by Connect. 

 

 

Copyright © 2025 Caselle, Incorporated. All rights reserved.