Salesforce - How to Add a Payment/Credit Card for the Client

How to Add a Payment/Credit Card for the Client

Salesforce

Overview

This guide walks you through how to add a new payment or credit card to a client's opportunity record in Salesforce.

Who This Is For: All users

Also see Types of Payments RRI Accepts

Required Systems: Salesforce.

Step-by-Step Instructions

Step 1: Open the Client's Opportunity

In Salesforce, locate and open the client's opportunity.

Step 2: Click Process Payment

In the top-right corner of the opportunity, locate and click Process Payment.

Step 3: Add a Card

A new window will open. In the bottom-left corner, under Use Existing Card on File, click Add Card.

Step 4: Enter the Card Information

A popup will appear prompting you to enter the client's card information, including Holder Name, Holder Email, and Card Details.

Step 5: Save the Card

Once you've entered the card information, click Save Card in the bottom-right corner.

Quick Tips for Success

• Confirm you're in the correct opportunity. Double-check you've opened the right client and opportunity before processing any payment.
• Double-check the card details. Verify the card number, expiration date, and CVC before clicking Save Card.
• Match the holder name and email to the client. This helps avoid confusion if the card is later used for autobill or future payments.

For questions or technical support, please submit a ticket through Zendesk and select Business Operations.