Recording A Virtual Terminal Payment in MaxxTraxx

Here's a breakdown of the steps to record a virtual payment in MaxxTraxx through an integrated payment processor:

1. MaxxTraxx currently cannot receive information back from the hosted payment page that is generated by the payment processor. In order to use this feature you will have to bypass the integrated credit card processing through your normal terminal by creating a new Payment Method in MaxxTraxx
   
2. To create a new Payment method choose 'Setups>Accounting and Payroll>Payment Methods' from the top menu dropdown
   
3. Scroll to the bottom of the window and choose one of the 'Not Used' options
   
4. You can name the Payment Method anything you'd like. We have seen people choose "Text Payment", "Virtual Payment", "Online Payment" etc,. This is for your recording purposes and can be named anything you choose
   
5. Since this feature is not fully integrated with MaxxTraxx you can either email/text the payment processor's generated hosted payment page URL through their own portal or you can bring it back to MaxxTraxx and paste it into a text message to the customer or an email that includes the PDF of the invoice from MaxxTraxx
   
6. The payment processor should have a toggle that allows you to request a signature through the hosted payment page that they generate, you will be able to get more information about that through their support team
   
7. Once the customer has paid the invoice through the payment processor's hosted payment page, you will receive an email confirmation of the payment (make sure that you have email notifications setup correctly through your payment processor's portal)
   
8. If you would like to add a copy of the payment confirmation PDF to the RO, navigate to the Documents section of the RO on the bottom left and choose 'Attach New Document'. If there is not a separate PDF copy attached to the email already, you may have to save the entire email as a PDF to be able to attach it to the RO
   
9. Go through the steps to pay the RO as you normally would and choose the Payment Method that you created to record these type of payments instead of 'Credit/Debit'
   

I know this looks tedious but once you go through the process of setting up the Payment Method and learning how to generate the Hosted Payment Page URL from the payment processor, you will only really have to do steps 5-9 to record a customer not present payment.

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