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Processing an Electronic Payment through the Regpack Admin System

In many cases, payments will happen when a user is checking out or when an automatic payment in an existing autobill plan is processed.

However there are cases where you want to manually process an electronic payment through the Regpack system.

Follow the instructions below to process a payment for one of your applicants in the backend.

Note: Be sure to obtain your applicant’s permission before processing a payment for them!

1) Locate your user and click on their status bar.

2) Select their checkout form by navigating to the “Forms” tab in the user side panel.

3) Select their credit card on file, or enter their credit card information if it is not on file.

4) Before you click “issue payment”, know that the transaction will be executed AS SOON as you click “issue payment”.

 

 

Another option would be to click the “Payments” tab, and then select “Process Payment”, found at the bottom right of the screen, as shown below:

manually process a payment in regpack

The next screen will allow you to select either credit card or ACH payment option.

Select the appropriate method, and then enter in the payment information in the fields in the prompt.

process online credit card or ACH payment with Regpack

Now scroll to the bottom of the page and you can select the option to save the payment information. If left unchecked, the payment method will NOT save, so be sure to ensure this is selected in order to the save the card/account on file.

 

When you’re finished and confirmed the payment information is correct, simply click the “Issue Payment” button to process a payment.

A payment confirmation email will go out to the applicant when a payment is processed, and you can also create a customized payment invoice email with tokens and other information if you would like. Read more about this process here.

NOTE: Both part time and full time admins can process payments for applicants, and the name of the admin who processes the payment will be tied to the transaction for easy record keeping.