Processing a Payment Using PayPal

THE BASICS

The Credit Card Integration Module is an optional module within Penelope that integrates with Payflow/PayPal, Worldpay, SecurePay and Barclaycard. This module provides integration with their payment pages and refund features.

You can process any client-funded payments in Penelope using the Credit Card Integration Module (please note that you cannot process a Funder payment using this module).

In this tutorial, we’ll process a credit card payment from a Service Event using Quick Pay. Note that you can initiate a credit card transaction from other client-based Payment screens; for example, the Account Balance page.

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Process a Credit Card Payment in Penelope with Payflow/PayPal

STEP 1

Launch the Payment screen from the desired location. In this example we’ll click Quick Pay from the Service Event page.

STEP 2

Complete the necessary fields in the Payment screen.

STEP 3

In the Process Payment section click By Credit Card.

STEP 4 Click Save.

STEP 5

Enter the client’s credit card details.

STEP 6

Click the yellow Pay Invoice button.

STEP 7

A payment confirmation page will appear. Click Return to Penelope. The client’s account will be updated accordingly.

Note: To return to the previous screen to make changes to the payment amount or to cancel the transaction, click Cancel.

STEP 8

To print a copy of the receipt, follow the instructions on the screen. A copy of the Penelope invoice will be generated detailing that the payment was processed through the Credit Card Interface.

CONFIRM CREDIT CARD PAYMENT IN PENELOPE

FURTHER INFORMATION

Once your payment has been processed by PayPal (or any supported credit card gateway) you can view the payment details in Penelope on the relevant Payment page.

Click Here for instructions on how to add a payment to an individual's account not using the Credit Card Gateway, such as with Cash, Checks, etc...