Processing Credit Card Payments

Processing direct payments seamlessly ensures your operations remain efficient and your financial records stay perfectly balanced. Follow this streamlined guide to securely process a credit card payment directly against an invoice within the Bambi platform.

Step 1: Access the Billing Module

From your primary dashboard, navigate to the main top menu and click on Billing. This will automatically open your Invoices directory.

Step 2: Select the Invoice

Scan the list for the specific invoice you wish to resolve. On the far right side of that row, look under the Manage column and click the Pay icon (indicated by a small credit card symbol).

Step 3: Define Payment Parameters

A Pay Invoice dialog window will appear.

• Assign the Payer: Click the Payer dropdown menu and select the correct account (e.g., Private Pay).

• Confirm the Amount: The total due will automatically populate. If you are processing a partial payment, click into the Amount field and adjust the value accordingly.

Step 4: Input Secure Payment Details

• Activate the payment fields by clicking the Add new credit card toggle switch.

• Carefully enter the required secure information: Name on Card, Card Number, Expiration Date (MM/YY), and Security Code.

• Complete the transaction profile by entering the corresponding Billing Address and Zip Code.

Step 5: Confirm and Execute

Perform a final review of the entered details to ensure accuracy. Once verified, click the Confirm button in the lower right corner. The platform will instantly process the charge and update your invoice status to reflect the payment.