Using the Merchant Processing App in Readymode

Modified on Thu, Jan 8 at 7:55 AM

Looking to process a credit card payment in Readymode? Learn how below!

Using the Merchant Processing App

The Merchant Processing App enables you to process credit card transactions directly in Readymode.

Note: The Merchant Processing App must be installed via the App Garage and at least one payment processor gateway (or Manual Mode) must be configured in Billing Configuration in order to use this feature.

Navigating to the Merchant Processing App

The Merchant Processing App will appear at the bottom of your Lead Profiles in the Billing Details section. This App contains the following features:

Billing Details (1) - Fields to collect and store billing information.
Transaction Processing (2) - Tools to process transactions, and a list of prior transactions.

Merchant Processing App in Readymode showing the Billing Details section for entering credit card information and the Transaction Processing area with authorization controls and a list of past transactions.

Entering Billing Details

To process a transaction, you'll first need to enter the following information in the Billing Details fields:

Card field (1) - The credit card number. A green check mark will appear when the number has been entered correctly.
Expiry field (2) - The expiry date of the card, in MM/YY format.
CVV field (3) - The CVV security code, located on the back of the card.
Total Fee (4) - The total amount that should be charged for the transaction, including any applicable taxes.
Billing Contact (5) - Use the existing contact information for billing, or enter a separate set of information.

Note: If you are using Manual Mode to process transactions, only the Total Fee field is required.

Billing Details section of the Readymode Merchant Processing App showing completed credit card fields, including card number, expiry date, CVV, total fee, and the option to use the primary contact as the billing contact.

Billing Contact

When checked, the Use primary contact checkbox enables you to use the existing Contact Information on the Lead Profile for billing purposes.

Quick Tip: When using this option, confirm with the Lead that the Name (1) and Address fields (2) on the Lead Profile match the billing contact on file for their credit card.

Readymode Contact Information section displaying a primary contact’s name, phone number, email, and full billing address, highlighted to show the fields used for billing details.

If the Lead provides different billing information, leave the Use primary contact checkbox unchecked.

Readymode checkbox labeled “Use the primary contact as billing contact,” shown unchecked in the Billing Details section.

A separate set of Billing Fields will then appear to enable you to enter the new billing information.

Readymode billing contact form displaying empty fields for first name, last name, address, email, city, state, and ZIP code.

Processing Transactions

Readymode uses Billing Modules to process Transactions. Billing Modules can either be integrated with a third-party payment processor to transfer funds, or you can use the built-in Manual Mode to capture transactions for reporting purposes only.

Billing Modules can be selected via the Billing Module drop-down menu. This menu will appear when multiple payment processors are enabled, and requires CCS Billing "Select Module" Permissions to view.

Readymode Billing Module dropdown set to “Manual” in the Merchant Processing App.

There are 4 types of transactions that are available:

Type	Description	Are funds transferred?
Authorization	Check if sufficient funds are available and hold them for later capture.	No
Void	Cancel an Authorization.	No
Capture	Capture a payment.	Yes
Refund	Refund a payment.	Yes

Processing an Authorization

To process an Authorization, enter your Billing Details and select a payment processor or Manual Mode from the Billing Module drop-down menu (1).

Next, choose the Full amount button (2) to process the amount shown in from the Total Fee field, or choose the Other amount button (3) to enter a different amount.

Readymode Merchant Processing App showing the Billing Module set to Manual and the authorization controls for charging the total fee or entering another amount.

The system will ask you to confirm the transaction. Click the OK button to continue.

Readymode confirmation dialog asking “Are you sure you want to do an Authorize?” with OK and Cancel buttons.

You will now see the Authorization appearing in the Transaction List.

Readymode transaction list showing authorized and voided transactions, including amounts, timestamps, and available actions such as cancel or capture.

Voiding an Authorization

To void an Authorization, click the Cancel link next to the Transaction in the Transaction List.

Readymode transaction list highlighting the Cancel action next to an authorized transaction in the Merchant Processing App.

The system will ask you to confirm the Void. Click the OK button to continue.

Readymode confirmation dialog asking “Are you sure you want to do a Void?” with OK and Cancel buttons.

The Authorization will now be Voided.

Readymode transaction list showing voided transactions, including amounts and timestamps, with the total transaction amount updated to zero.

Processing a Capture

To process a Capture, first process an Authorization.

Next, locate the Authorization in the Transaction List and click the Capture link.

Readymode transaction list showing an authorized transaction with the Capture action available, alongside previously voided transactions and the total transaction amount.

The system will ask you to confirm the Capture. Click the OK button to continue.

Readymode confirmation dialog asking “Are you sure you want to do a Capture?” with OK and Cancel buttons.

You will now see the Capture appearing in the Transaction List.

Readymode transaction list showing a captured payment with the Refund action available, along with previously voided transactions and timestamps.

Processing a Refund

To process a Refund, first process a Capture.

Next, locate the Capture in the Transaction List and click the Refund link.

Readymode transaction list highlighting the Refund action for a captured payment in the Merchant Processing App.

The system will ask you to confirm the Refund. Click the OK button to continue.

Readymode confirmation dialog asking “Are you sure you want to do a Refund?” with OK and Cancel buttons.

You will now see the Refund appearing in the Transaction List.

Readymode transaction list showing a refunded payment with updated status, timestamp, and the total transaction amount reduced to zero.