Enter Card
The fourth in-person payment is the manual Enter Card option. You can click on the "Enter Card" button from the payments window, enter the amount you need to charge online, and it will calculate the processing fee for you automatically. You will then see the total charge amount and have a place to add an internal memo if needed.
2. Click on the "Process Payment" button and then you will receive your success payment screen, and the receipt gets sent to the payer automatically. From there you will be able to click on "View Receipt" where you can print it for your records.
3. That receipt will now remain under this case so you may view it and print it out for your records any time, and it also gets sent to the payer in the same format that they were invited to help on the case: via text, via phone, or via both.
4. You will also have the option to "Offer Refund" from this window as well if you need to update the amount that was paid or refund the amount all together. All you need to do is adjust the price accordingly for the refund and click on the "Process Refund" button. The transaction will update automatically or removed all together, and the customer card will be refunded within a few business days (depending on their bank). You can select from two reasons why this refund is occurring: Requested by Customer or Duplicate Charge.
5. You may continue and add more payments for the same helper on this window by clicking on "+ Add New Payment" option on the bottom. Otherwise you can move on and add a new payer to continue to contribute to this contract total.
6. Lastly, you will now have live updates on the left hand side, on the payment summary window. Each manual card entry payment has a three dot menu next to it just like the contract line, and from here you have the options to View Receipt and Offer Refund.
