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Home > Aria Crescendo Documentation > Aria for Salesforce > Aria for Salesforce > Account Actions > One-Time Payments > Collect Payments Electronically

Collect Payments Electronically

This article applies to:Aria Crescendo

Overview

From Salesforce, you can collect payments electronically and display payment history by following the steps below.

Collecting Payments Electronically

Getting Here: Click Account > Aria Payments and Credits

  1. Click the Aria Payments and Credits button on the account.

payments and credits.png

The Payments tab displays.

payments tab.PNG

  1. Click the Collect Payment Electronically toggle (default option).
  2. Select one of the following options from the Form of Payment field:
  • Current Pay Method: Default option.
  • Alternate One-Time Pay Method: An Alternate Billing Information field displays. You must choose either the Credit Card or Checking Account toggle. The selected option displays additional input fields (Credit Card: Credit card number, expiration date, CVV number, and billing address; Checking Account: Bank routing number, bank checking number, and billing address).
  1. Select one of the following options from the Payment Amount field:
  • Full Balance Due: Default option.
  • Other Amount: An input field displays. You must enter the desired payment amount.

payment amount.PNG

  1. Click the Collect From Account button.

A Payment Information Review screen displays.

  1. Review the payment information being submitted.

Note: You can click Cancel to return to the Payments tab.

  1. Click Post Payment to submit the payment information.

The payment history is displayed at the bottom of the screen.

payment history2.png

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Last modified
14:00, 11 Aug 2016

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