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Add A Credit Card to a Lead

Last Updated: Mar 15, 2018 12:21PM EDT
Throughout your day, you should be updating tasks and adding or editing information about your leads to feed information back to your Sales Manager. 

PestPac allows you to add a payment method to a lead that is saved in Pestpac through Vantiv Payment Processing's secure enviornment. 

This feature will only be available if you have an active account with Vantiv and integration with Pestpac already in place. 
Please note that by completing this process, no payment will actually be initiated by Vantiv until the final service is posted and released. 

To Add a Payment Card to a Lead:
1. Click Quick Links. 


2. Click Leads.

3. In the Lead Dashboard, find and select your lead.

4. Click the “Payments” tab.


5. Click “Add Payment.”



6. Enter the Name on the Card and click "OK."

7. Enter the card number and expiration date. Click "Add Credit Card" to save the card.


The card details will now display on the lead. You can add additional payment methods by repeating these steps. 


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