1. Set up the PAYLEX QuickPay icon using the directions in Setting Up the QuickPay Icon.
2. Click the PAYLEX QuickPay icon. The Credit Card Payment screen opens.
3. Type in the Invoice Number in the RefNum field. If the Invoice Number is found in your Database Software, the Invoice will be matched by pulling in the Order Info.
There is an option to Lookup the Invoice Number. To see how to turn on this option, go to Turning On the QuickPay With the Lookup Option.
4. Type in the correct amount of charge if the payment is not for the balance.
5. Choose the Payment Type.
6. The Card Information will be pulled in for Chip, Swipe, and Token. If using the Manual option, please type in all necessary information. Double-check all the information to see if it is correct, then click Authorize.
7. Check the information, and click OK.
8. Recheck the information, and click OK if all is correct.
9. The Auto-Assigning screen will quickly pop up, showing that the payment is posting to the invoice in your Database Software.
10. Select to either leave QuickPay open to run another payment or to exit.