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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
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3. To enable portal access, click General tab and click Enable.
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4. Select Customer Contact details on Portal Admin field and set your password.
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5. Select Portal Admin on Portal Role
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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 
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10. Click the Sales | Activities | Receive Payments Make a Payment under Transactions. This will open the Receive Payments Search screen.Click the New button to open a new Receive Payments screen. 
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    Some of the fields, like Location, Bank Account, Currency, and Date Paid, are populated by default. You can still change the value of these fields if necessary. The grid area is filtered by the current Location.Fill out the Customer, Location, Currency, and Payment Method fields. These are the required details on this screen. Refer to Receive Payments | Field Description | Header Details to help you in filling out the fields.Make a Payment screen.
11. Select Credit Card under Payment Method dropdown
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12. On grid area, select the invoice/s to be paid. Convenience Fee column will be calculated to 0.00.
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13. Click the Post button or Credit Card then Process Credit Card
14. Post Button
    
    1. Click Post button and prompt will be displayed once transaction is approved or disapproved.
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    2. Click OK button and Receive Payment will be posted.
Process Credit Card

15. Click Credit Card then Process Credit Card and prompt will be displayed once transaction is approved or disapproved.
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16. Click OK button and Receive Payment will be saved.
Process Payment. Once successful it will show an approval notification.
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17. Click Post button to post Receive PaymentClick OK button. This will display Report Viewer - Receipt Payment screen. Convenience Fee column is added in the grid.
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