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Note: This feature is only available in 21.2


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. Click Save button to save the latest changes on newly created Customer
  4. Add a Credit Card, please refer to http://help.irelyserver.com/display/DOC/How+to+Add+Credit+Card+to+Customer
  5. Create an Invoice. Please refer to http://help.irelyserver.com/display/DOC/How+to+Create+Standard+Invoice
  6. Click the Sales menu and Click Receive Payments. This will open the Receive Payments Search screen.
  7. Click the New button to open a new Receive Payments screen.