Charge Credit Cards in the browser

If you use CardPointe as your credit card gateway, you have a tool available to select an existing invoice and input credit card information to pay the invoice in the web browser version of Atlas. Note that this feature is only available for CardPointe users. Click here to learn more about integrating with CardPointe.

To access the browser Credit Card processing screen, navigate to the browser version of Atlas (you can log in directly at 

  • Click Revenue > Credit Card Processing.
  • Click the search icon next to the Invoice Number field.
  • Select a Revenue Item from the dropdown, or enter an Invoice Number into the search field. Click Search.
  • Click the hyperlinked invoice number of the invoice you wish to pay.
  • Select a Payment Type from the dropdown.
  • Enter all cardholder/card information.
  • Click Process. The CardPointe result will be displayed and a payment applied in full to the outstanding invoice.
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