What is it?
The Manual Transaction area enables you to process a charge using your real time processing solution at any time. A record of this transaction will appear on your General Ledger. You may need to run a manual transaction if you are accepting a call in payment for a form, or will be taking a user's credit card information and manually entering it in MemberClicks.
How to Access
Manual transactions may be entered in three areas:
1. Forms > General Ledger
2. Forms > Payment Service Options
3. You can also use Manual Transaction for posting any additional charges to a form receipt (Forms > Form List > Receipts). When you view a receipt, there is an option to Make a Manual Payment in the top righthand corner.
Running a Manual Transaction
To run a manual transaction, fill in the card holder information under the Order Information section, then enter the card number, type, additional comments etc. Note: Please only click submit once.