Client Payment via Credit Card

Estimate Rocket does allow for credit cards to be accepted as a form of payment. 

The client payment screen for credit cards has changed slightly. The former pay via credit card screen has been updated so the client has payment methods in addition to credit cards moving forward. 


Client Payment Via Credit Card

The client will open the Payment form at the top left of the invoice.  In the payment form the client will select the Card option and fill in the typical information required for a credit card purchase.

  • Card Number  
     
  • Expiration  
     
  • CVC  
     
  • Country  
     
  • Zip

After the Pay now button is activated the system will drop the user back to the Estimate Rocket customer portal and at the top there will be a confirmation that the selected invoice was paid with the invoice name as defined when creating the invoice and the amount that was paid.

Once the payment is completed the client will receive a banner across the top of the customer portal with the name of the invoice and the amount paid. 


Video Showing a Full Example of the new client payment via Credit Card

 

 


Other Support Articles

Setting Up Payment Processing

Client Payment Methods Overview

Client Payment via Credit Card

Client Payment via ACH Bank Transfer

Client Payment via Financing



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