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Collect customer payment to instantly process a transaction from your payment portal.
1. Login To Your Payment Portal
From our website or directly at this link: https://mypfgportal.com/login
If you do not have a user account for the payment portal, you must have your company administrator set you up with access- see how here
You can add this portal as an app to your mobile phone or tablet for quick payment collection
2. Go to the "Process Transaction" on the left menu
3. Enter the customer's credit card or check information and payment amount
The surcharge/ convenience fee is customizable and set by your company, you can manage the surcharge in your admin setting- see how here
4. Enter the customer's email and keep the "Customer Receipt" checked so they receive payment confirmation to their email.
5. If you would like to add custom details/information to the payment, you can use the "Custom Feilds" section to add details like the project type, service, or products being billed. See how to set up custom fields here
At this time you can also choose to set up recurring payment schedules if you have agreed on a split payment structure with the customer
5. Click "process transaction" to initiate the payment
