How to take a reservation fee payment through CallPotential

Table of Contents

1. Create new Lead or Pull up existing Lead

First, in order to take a reservation payment, you will have to pull up an existing lead or create a new lead to take the payment for. Once you have accessed the lead card, you will want to click the "Pay Fee" button (1), located next to the Reserved type. This will bring up a lite window, where you can take the payment.

2. Enter CC information and click OK

After the lite window loads up, you will want to fill out each field accurately, so that the payment gets sent to your management software to post for payment. You will need to get the customer's credit card number, expiration date, CVC number, and Postal Code. Once you have finished filling out all the information, click the "Ok" button at the bottom of the lite window.

3. Click Save

After you have entered the payment information, you will have to scroll to the bottom of the page and click the "Save" button, in order to send the payment to your management software. After completing this, you will have successfully taken a reservation fee payment through CallPotential!

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