Process & Record Credit Card Payments in Vonigo (Vonigo Pay & External Payments)

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Taking a Payment via Vonigo Pay (Integrated Credit Card Processing)
Recording a Credit Card Payment Made Outside Vonigo

First Step:
Ensure an invoice has been created before recording a payment.

How to Create an Invoice

Taking a Payment via Vonigo Pay (Integrated Credit Card Processing)

The invoice acts like a basket holding payments. Before processing a credit card transaction, a receipt must be placed in the basket — like placing an egg in it. Once the receipt is created, the payment can be processed.

Step-by-Step Instructions:

1. Open the Invoice
   Go to the invoice where the payment will be applied.

2. Navigate to the Payment Tab
   In the invoice window, select the Payment tab, then click Create New Payment.

3. Select the Payment Method
   Choose a method such as Credit Card, Visa, or Account.
   Note: This is for internal tracking only. Selecting a payment method here does not charge the card.

4. Enter the Payment Amount
   Input the amount to be charged.

5. Click “Add New Payment”
   This creates a payment receipt, but the payment has not yet been processed.

6. Run the Payment via Vonigo Pay
   In the newly created payment window, open the Actions Menu and select Pay Via Vonigo Payments.

7. Wait for Confirmation
   A pop-up notification will confirm when the payment has been successfully processed.

You can delete the newly created payment record (the "egg") if needed, as long as the payment has not been run.

 

Recording a Credit Card Payment Made Outside Vonigo

Use this process to record a payment that was taken through a third-party system such as Square, QuickBooks, or Authorize.net.

Step-by-Step Instructions:

1. Open the Invoice
   Navigate to the invoice to which the payment should be applied.

2. Navigate to the Payment Tab
   Click on the Payment tab and select Create New Payment.

3. Select the Payment Method
   Choose a method such as Credit Card, Visa, or Account.
   This is for internal records only and will not initiate a transaction.

4. Enter the Payment Amount
   Input the amount that was received externally.

5. (Recommended) Update the Payment Date
   Adjust the date to match when the payment was actually made.

6. Add a Payment Note
   Include a note referencing where the payment was processed (e.g., “Processed via Square on [Date]”).

7. Click “Add New Payment”
   This saves the payment record to the invoice.

This process only creates a receipt. You can delete it if the payment has not been marked as processed.