Note: This feature is only available in 21.2. Enable Portal Access in Customer Contact.


Below are the steps in processing credit card payments without convenience fee

  1. Create a new customer. Please refer to http://help.irelyserver.com/display/DOC/How+to+Add+a+Customer
  2. Click checkbox behind Exempt from Portal Credit Card Fee to enable
  3. To enable portal access, click General tab and click Enable.
  4. Select Customer Contact details on Portal Admin field and set your password.
  5. Select Portal Admin on Portal Role
  6. Click Save button to save the latest changes on newly created Customer
  7. Add a Credit Card, please refer to http://help.irelyserver.com/display/DOC/How+to+Add+Credit+Card+to+Customer
  8. Create an Invoice. Please refer to http://help.irelyserver.com/display/DOC/How+to+Create+Standard+Invoice
  9. Login your account on Web Poral 
  10. Click the Make a Payment under Transactions. This will open the Make a Payment screen.
  11. Select Credit Card under Payment Method dropdown
  12. On grid area, select the invoice/s to be paid. Convenience Fee column will be calculated to 0.00.

  13. Click Process Payment. Once successful it will show an approval notification.


  14. Click OK button. This will display Report Viewer - Receipt Payment screen. Convenience Fee column is added in the grid.

  • No labels