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Table of Contents

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Impersonate Member

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Overview

Clients using CE Payments wanting to accept Card Present transactions at the Club must first have physical Credit Card readers at the Club, which must be configured to work with CE Payments systems. This guide details Configuration, Device Setup, and How to Charge.  Clients can purchase appropriate readers from POS Portal at the Clubessential microsite found here. 

Content

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Overview

  • This guide covers how Club Admins can process a one-time payment on behalf of a Member in the event a Member calls in with their credit card or Bank Account information to make a payment. 

Required Permissions

  • Paycloud Admin

Accessing the Tool

  • Log in to the Back End of PayCloud using the credentials provided.

Impersonate Member

  1. Select the Users dropdown.

  2. Search for the applicable Member.

  3. Select the toggle to the left of the Member’s name.

  4. Select login to PayCloud.

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One-Time Payment

  1. Click on Make a Payment.

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  1. The Member can use the default account (last account used) or select Change Methodto choose the Bank Account or Credit Card they wish to use for this payment.

  2. Choose the amount to pay, either Statement Balance, Current Balance, or Other Amount.

  3. Click Continue.

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  1. Review the confirmation pop-up information and click Submit.

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Best Practices

  • If a payment is attempted, and the payment amount is less than the amount of fees applied to the payment, an error will be shown and the payment will not be processed.

FAQs

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