This documentation will provide the steps necessary for processing customer payments in VendorDesk. Once a customer’s credit card and payment information has been added and tokenized in the sales agency’s RepDesk account, you will be able to charge that card directly in VendorDesk.
- When an order is submitted by a sales agency that has a tokenized credit card, there will be an option in VendorDesk to charge the card. Select the “Charge” button on the top of the screen.
- You will be taken to a different screen within VendorDesk where you can review the sales order and choose the dollar amount that you would like to charge to the customer’s credit card. **Please note that you cannot modify the PO to add any additional line items in VendorDesk.**
- Lastly, you will be prompted with a dialogue box that shows if the customer’s card has been successfully charged or not.
If a card was successfully charged, you will see a successful payment message.
If there is an issue with charging the card, you will see the following results with a reason for the declined payment: