Learn how to use the integrated Electronic Client Payment tool and how to save client payment options for future client payments. This article is for agencies that are partnering with Vantage Payment Processing. If you are partnering with CMS Payment Processing, please see the article Use Electronic Client Payment with CMS Payments.
A Procentive Champion needs to assign permissions by editing the applicable roles. If you are not familiar with editing staff roles, please review this support article: Change Permissions (edit a role).
Initiate Electronic Client Payments in the following Procentive modules:
Options to process an electronic client payment:
- One-Time Payment
- Add a new card, process a payment on that card and store the card for future use
- Process a payment with a previously stored card