FlexPay offers the ability to generate a transaction from within the FlexPay portal, without having to trigger a new transaction in your sales tool. This is accomplished from the "Create a Payment" page via the Transactions Page.





To create a transaction refer to the article Testing transactions. You can manually process any transaction using the virtual terminal. You can Authorize, Capture, Charge, Refund or Void a transaction here. The transaction response will be generated immediately.


All fields with an asterix must be filled. To understand each field and what is required, here is a detailed explanation.


Payment Details

    -    Payment Type -  option to pay transaction with credit card or token stored in vault

    -    Cardholder Name - full (first and last name) name of the owner of the card being used

    -    Customer email - email address of the cardholder

    -    Card number - full 16 digits of the card being used used for the transaction

    -    Expiration MM/YYYY - month and year of the card being used for the transaction

    -    CVV - the 3 digit security code on the back of the card being used for the transaction




Transaction Details

    -    Transaction type - type of action to be performed (charge, refund, capture, void)

    -    Currency - the country currency of the card being used in the transaction

    -    Value - dollar amount of the transaction 

    -    Payment gateway - the specific gateway you want to leverage 

    -    Merchant transaction ID - a unique number generated on the CRM's end to differentiate transactions

    -    Order Id - a unique numeric value created by the client to associate to each order item



Billing and Shipping Address

    -    Address 1 & 2 - the address connected to the specific form of payment, credit or debit card being used

    -    City - city connected to the specific form of payment, credit or debit card being used

    -    Postalcode/ZipCode - postal code or zip code connected to the specific form of payment, credit or debit card being used

    -    State/Province - State or Province connected to the specific form of payment, credit or debit card being used

    -    Country - the country connected to the specific form of payment, credit or debit card being used

    -    Shipping address - can be the same as the billing address, or a different address or there can be no shipping address required. You select the option that applies.