How to process a credit card payment via the phone using Xero <> Windcave integration. Note: only take payments via the phone if you really know the contact very well. If a fraudulent credit card is used, the chargeback goes to whoever types in the credit card details.
Please process the credit card payment on behalf of the customer by following the Windcave payment process in Xero:
- Navigate to the invoice in Xero.
- Click "Print PDF."
- In the PDF file, select "View and pay online now."
- Click the "Pay with Windcave" button.
- Input the customer's credit card details and hit "Submit."
Alternative: Windcave payline
- Go to Windcave
- From the dashboard select transactions > purchase
- Follow the screen below with the customer’s details
In