Last week I posted about Payment Accounts in version 3. This week I wanted to show you how those work when the rubber meets the road in the Staff interface. Perhaps the best new feature for Payments in version 3 is the ability to void and refund transactions in real-time when supported by the gateway.

This video focuses on..

1. Make Payment (Processing and voiding or refunding a credit card or ACH transaction)
2. Record Payment (Processing and voiding a manual payment, such as a check payment)

Payments in this version are more robust than previous versions. There’s a lot more you can do without leaving the screen, yet it’s remarkably simple and straight forward. I recommend taking the video full-screen, and be sure to turn your sound on.

Payment Accounts are brand new way to manage payment details in Blesta v3. In previous versions you had to create a contact for each and every credit card you added to the client. All of that has been done away with. Payment Accounts are independent from contacts and you can have as many as you want. In addition, Payment Accounts introduce 2 big new features in this version.

1. ACH Transactions
2. Offsite ACH & Credit Card Transactions

In this video, I’ll give you a preview of Payment Accounts and show you how they work. I recommend taking the video full-screen, and be sure to turn your sound on.