Creating a Payment Profile

To collect and manage Payments in Work 365 a Processor must first be configured.

Payment Profile can be created or requested through Work 365.

1. Navigate to the Account record and select the Command Button for Work 365 and select the Drop Down button.

2. Select Create Payment Profile.

There are two Tabs presented - 1. Direct Entry and 2. Profile Request

Direct Entry

This method allows you to enter the credit card information directly as if you were receiving it over a phone.