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Process payment manually on backend

Chiayee avatar
Written by Chiayee
Updated over 2 weeks ago

Introduction

Manual payment processing in Eber allows staff to process payments on behalf of customers through the backend system. This feature is essential for handling various payment scenarios, such as in-person transactions, offline payments or special payment arrangements.

Key Benefits

  • Process payments for customers who prefer in-person transactions

  • Handle special payment arrangements or unique situations

  • Manage payments for various items including gift cards and memberships

  • Record transaction details for business reference and tracking

Step by Step Guide

  1. Navigate to the People section in your member database

  2. Search and select the member who will be making the purchase

  3. Click on the dollar sign icon to view payment options

4. Go to the Item tab to select the purchase type (paid membership, gift card, or additional membership)

5. Choose the specific item being purchased

6. At the payment page, enter all required information

7. Select the appropriate payment method (e.g., credit card)

8. Enter any applicable promo codes or transaction IDs for reference

9. Click Submit to complete the payment process

Tips

  • Double-check all entered information before submitting

  • Keep transaction IDs for easy reference and tracking

  • Verify the correct item and payment method are selected

  • Document any special arrangements or notes for future reference

What's Next?

  • Process a test payment to familiarize yourself with the system

  • Review payment history to ensure proper recording

  • Learn about handling different payment scenarios

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