How to: Process customer transactions on PowerBoard

Welcome to the PowerBoard Dashboard tutorials. Today we’ll show you how to process a new charge for an existing customer. These charges will be created and processed in the customer page within their profile … without needing to re-enter their payment and personal information. They are for one-off payments only, not recurring or subscription charges. To access the PowerBoard portal, you’ll need to log in using your credentials. Head over to the Customers tab, where you’ll be taken to the Customers page. In the customers’ profile you’re adding a new charge to, click Actions, and from the dropdown select Add charge. A window called Add New Charge For This Customer appears which has your customer’s existing payment information, including their card details. Enter the amount including the decimal point for cents. Let’s enter 29 dollars and 95 cents. The remaining fields are optional.

The Reference field can be used for payment reference numbers, like a membership number or an invoice number … and in the Description field you can add a short description of the payment. Click Add Charge to complete the process... a notification appears confirming the new charge has been created successfully. There are two ways to view the completed charge. Firstly, by clicking on the customer’s profile name to show their profile page, then scrolling down to the Recent Charges section to view the charge you’ve just added. The second option is to head to the Charges tab and under Charges View Mode, you’ll see the transaction record for the charge. Discover more new features on the PowerBoard Developer Hub.