Agents may take payments over the phone using one of three options:


Note Legacy Token Payments are only used for very old collection systems that cannot import payments in any other way and rely on agents to add tokens as the credit card number. Most agencies will not have this option. It is a workaround for legacy software platforms 


Select Payment Option


This article discusses how the Legacy Token Payments work. 


  1. Go to the Dashboard tab.
  2. Click the Take Card Payments link.
  3. Enter the consumer's reference number on the Credit Card Payments screen.
  4. Select the option for Legacy Token Service
  5. Click Start Payment

     

  6. This will bring up the payment screen that will allow the agent to enter credit card information, but not any payment details. An example is shown below:

  7. The consumers name and address will auto-fill from the account details. The agent has the ability to override this information. The Agent can then enter the remaining credit card information and click Create Token to create a credit card token on the integrated gateway.

  8. Once the transaction is complete the system will notify the Agent that the transaction has been processed. An Agent Script can be configured in the system Settings to provide the agent with instructions on what to say to the consumer. Click this link to access additional details on how to configure agents scripts for processing manual recurring payments for your organization.

  9. An example script is shown below