To collect and manage Payments in Work 365 a Processor must first be configured.
Payment Profile can be created or requested through Work 365.
- Navigate to the Account record and select the Command Button for Work 365 and select the Drop Down button.
- Select Create Payment Profile.
There are two Tabs presented - 1. Direct Entry and 2. Profile Request
This method allows you to enter the credit card information directly as if you were receiving it over a phone.
Updated 2 days ago