How to: Process payments for PowerBoard

Welcome to the PowerBoard Dashboard tutorials. Today we’ll show you how to create and view new charges within the PowerBoard portal. Before we dive in, it’s important to note, payments made via the Charges tab process will only be successful for businesses authorised to process Mail Order Telephone Order, (also known as MOTO) where the cardholder is not entering their details, and requires payment to be made over the phone. This process will not save the customer’s details or payment data. To access the PowerBoard portal, you’ll need to log in using your credentials. To create a new charge, head to the Charges tab on the left side of the screen … then select Add New.

Start with the Select Payment Type drop-down and select the Charge option. Enter the Customer’s information including their first and last name. In this example, we’ll use a fictional customer John Test. The customer’s email address, phone number, customer reference number and address are optional, although it’s recommended to add as much information as possible. In the Custom Fields section, you can enter a unique Name and Value … or manually add up to 25 custom fields by clicking on the plus symbol, for example, a policy reference number or an invoice number. This will provide another searchable data point which will ease the reporting on the activity within the dashboard.

Moving onto the payment details section you’ll notice the Amount and Currency fields are mandatory. Enter the dollar amount, including a decimal point for cents. You have an option to include a payment reference to this specific transaction and a description of the transaction. For example, this customer chose to pay over the phone for a product they purchased. The product code or name can be inserted for reference as an option. Next, head to the mandatory Payment information section and under Service Name, you’ll see a dropdown list of services your business is linked to. This PowerBoard merchant has the ‘Alternate Payment Method’, Pay Pal, and the traditional card option, Mastercard. If a service hasn’t been linked previously, it can’t be used to add new charges. Once you’ve selected the payment Service Name an optional customer reference field will appear, used to help identify the transaction.

Under this tab you will see a few graphs. The first graph is titled Payment Activity. This graph can be filtered to display average transaction size, total income, and the number of transactions on a monthly view. Selecting the filter that you wish to display and then hovering over the data point will provide you with the information. For example, here we see that this PowerBoard business started taking payments in Month Year. Their average transaction amount is $X. This totalled an income of $x which has come from x different transactions.

You can create a charge by either manually entering the card payment details under the Credit Card tab… or if the token has previously been stored in the PowerBoard Vault, copy and paste the customer's vault token to the field under the Vault Token tab or the customer’s vault token reference under the Vault Token Reference tab. For this video, we’ll demonstrate the credit card option. Enter the card holder’s name as it appears on the card, the card number, the expiration month and year and if required the CVV … then complete the transaction by clicking Create Charge. A record of the transaction can be viewed by returning to the Charges View Mode or Transactions View Mode tab.

Here you’ll find a list of all the transactions made via PowerBoard. Using the Apply New Filter drop down you can search for a charge. You can search by name, reference number or the date the transaction was created. For example, we can quickly identify the Mastercard charge we just created. Discover more new features on the PowerBoard Developer Hub.