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.