Highlight the order and click the Post Payment button.
The Customer Payment screen appears. Click the EMV Terminal button.
On the Process EMV Credit Card screen, type the client's amount to pay and click OK.
The PAYLEX Advanced Payment Services window will open. Click the (R)FP button.
In the Request for Payment window, fill in all the necessary information
1. Complete either or both Customer (e)Mail or Customer (T)ext/SMS fields.
2. Select either e(M)ail or Text/(S)MS under Send Mode.
3. Click OK.
The Receipt Post Error screen will appear (since no payment is being posted); however, SUCCESSFUL RFP FOR should appear on the screen.
The user can set the link's expiration by checking the box and using the drop-down menu to select the number of days until expiration.
The Copy Msg checkbox will copy the RFP to the clipboard instead of sending it to an email or wireless phone number.
You can then paste the text into an email or other document by pressing Ctrl+V.