For simple one-off payments without an authorisation (that require payment details to be entered), simply create a payment record with the required amount, and select the payment route options you wish to allow on the payment page.

You can then access the payment page via one of two ways:

  • If the customer is providing you with payment details as you are in the org (such as over the phone), then hit the “Process payment” button on the top-right of the screen, then enter the required details into the form.

  • If you wish to provide the customer with a link to the payment page that they can complete at their own convenience, copy the “Ecommerce URL” field and supply this to the customer (this might be via email, IM, or any other means.)