How do I apply credit card payments in the Staff Backend Portal?

How do I apply credit card payments in the Staff Backend Portal?

To apply a credit card payment to a client ledger using the Staff Backend Portal 


1. Go to the Staff Backend Portal 

2. In the sidebar menu select "Clients" --> "Active Clients", and select your client 

3. Select the "Account" tab, beneath the client image 

4. Click the [+ Payment] button 

5. In the "Services" section, click the [+ Add] button to add 1 (or more) services 

6. In the "Billing" section, select the radio button next to the "billing account" relating to the card you are using 
  • Any billing account will do for the purposes of this training exercise and does not need to relate to the test card
7. Select the "Charge Card" tab beneath the "Billing" section and enter the card information
  • Card Number - Located beneath the card holders name on front of CC
  • Expiration - ex. 1220 (with no dashes { - } or slashes { / })
  • CVV - 3 digit number located on the back of the card
8. NOTE - If you would like to save the card information for future payments click the box next to "Mark as reusable"

9. Click "Process" in the upper right hand corner of your screen to complete
    • Related Articles

    • How do I apply cash payments?

      To apply a Cash payment for services 1. Go to the Staff Backend Portal  https://arms.recoveryoutcomes.com  2. In the sidebar menu select "Clients" --> "Active Clients", and select your client  3. Select the "Account" tab, beneath the client image  4. ...
    • Network Service Subscriptions

      Network Service Subscriptions Network Service Subscriptions are special service subscriptions established by the Enterprise Network Provider for use by eligible Network Providers. To find out if you are eligible to participate in a special service ...
    • Service Subscriptions

      A service subscription will automatically charge your clients according to the timeframe you create. For example, let's say you charge $150.00 per week for rent. You can create a service subscription that automatically charges the clients you assign ...
    • How do I charge a client for services?

      To add a charge to a client ledger  1. Login to your ARMS account and navigate to the top left hand corner of your screen to select the  menu button 2. In the side menu select 'Clients'  and choose the client you would like to charge  3. Select the ...
    • How To: Update Subscriptions Safely and Avoid the "Please Check the Interval" Error Message

      When attempting to update a subscription, you may have attempted to first open the original subscription, update the values or other properties, then save the changes. This will not update the details for all existing subscriptions - only future ...