Take a One-Off Payment

šŸ’” This function will process the payment immediately!

Overview

Taking a Payment means that you will process a direct debit from the payment details you have on file for the account OR you can manually enter in Credit Card details provided to you, which do not get stored for future use.

While transactions will be processed right away, the payments will still take three business days to be cleared and paid to your bank account from the merchant.

Taking a Payment

šŸ’» Billing > Family Transactions

  1. Select a Family
  2. Click Get Transaction Statement
  3. Click on the Action button (on the right)
  4. Select Take Payment
  5. Enter the Amount to Pay
  6. Enter a Transaction Description
  7. Click Take Payment via ...(saved payment details)

āš ļøĀ Only click the aqua Take Payment button if you are entering payment details manually!

Field Descriptions

Amount to Pay - the exact amount you will be debiting

Transaction Description - e.g. Bond & Admin Fee

Override Surcharge - ticking this box will mean you pay the merchant fees instead of the family

Transaction Surcharges

If you were to process a transaction for $100, the surcharge (e.g. $1.75) will be added to the total amount so that once the merchant processes the payment, you will end up with the original amount when getting paid out. Because the total amount is added as a credit into the Family Transactions, a surcharge debit is entered to show that the family is paying this amount.

Still need help? Message Us