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How do I initialize a payment?

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If you are the merchant, you can initialize a payment, provided you have the customer's credit card or bank account details.

Follow these steps to initialize a payment:

  1. Click the Main Menu.
  2. Go to the Inventory tab.
  3. Select the Payments module.
  4. Open a pending payment record.
  5. Click the Do button in the Summary View.
  6. Select the Pay Now option.
  7. Select the gateway through which you want to process the payment.
  8. Enter the customer’s credit card details.
  9. You will be redirected to the gateway where the payment will be completed.

You will be redirected back to the payment record.

As a result, the following fields in your payment record in Vtiger CRM will be updated automatically:

  • Status: Updates to Received (Invoice)
  • Date received: Updates payment received date, the current date
To learn more about Payments, click here.
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