Manually Record a Card or ACH Payment

If a customer isn’t enrolled in autopay or is having trouble completing an online payment due to internet issues, you can still collect their payment quickly and easily. Using ServiceCorePay, you can manually charge a customer’s saved payment method directly from their invoice and keep your billing on track without delay.

Table of Contents

Navigate to the Record Payment Page

Record a Payment

Before You Start

Here are a few things to know before you continue:

• To see if you have access to this feature in ServiceCore, please check out this article on user permission levels. 
• You must be set up with CardPointe, our authorized payment processor, to be processing online payments.
• For more information about using CardPointe with ServiceCore, contact our Payments team at ServiceCorePay@servicecore.com.

Navigate to the Record Payment Page

You can start the payment process from either a customer profile or an invoice.

From the Customer Profile

1. Click Customers in the top menu.
2. Find and open the customer’s profile.
3. Select Accounting.
4. Use the filters, like Open and Overdue, to find the invoice.
5. Click the Record Payment icon next to the invoice.

From an Invoice

1. Locate and open the invoice.
2. Click Record Payment at the top of the invoice. 

Record a Payment 

Once you’re on the Record Payment page, you can choose a payment method, apply it to one or more invoices, and submit the transaction.

1. Confirm the customer's name and contact details at the top of the page.
2. Select a Credit/Debit Card or ACH Payment using the Payment Method dropdown menu. 

• If your customer has an available account credit, it will auto-populate as the payment method. 

3. Select the Credit/Debit Card or ACH Payment that you would like to use in the dropdown that appears.

• You will also have the option to add a new card as an option in this dropdown menu. 

4. Select invoices.

• If you started from a specific invoice, it will already be selected and if you got to the record payment page directly from another area you will need to check the box next to the invoice(s).
• You can see the total number of invoices selected in the Selected invoices summary section. 

5. Add Notes for internal viewing. (Optional)
6. Check box to Send Payment Receipt Email to Customer of transaction. (Optional)
7. Click View Payment to save and charge the customer. 

If you have any questions, please reach out to our Payments team through the chat widget on the bottom left of this page or by sending an email to ServiceCorePay@servicecore.com!