Just wanted to share a little trick I use to help with a process I do quite often. I have a few clients who always want to pay by CC but wont bother logging into the client side of cashboard, so i process manually with their info. I already have an auth.net account setup and was always running it by hand and then making the link, but came up with a better way that simplifies it down.

For each client I setup a duplicate customer record called [name – payment bot] with all the CC billing info and send all the emails to myself. If you have a gmail account it’s easy to have unlimited unique emails filter to you, for example if your email was bob@gmail.com, and the company was Jim Inc., you could setup their email as bob+jiminc@gmail.com and it will go right to you. Once those are done the rest is cake.

When I’m building the invoices, before I send it to the client I then just jump to the Customers area and login as the bot (cashboard handles the process well and pre-fills all the info except for the card). Enter the CC details and it’s done. Then you can log back in as you and notate the payment record with the Auth ID if you so choose and send a Zero-balance statement as paid.

It may seem like more work for just one account, but when you have 10 of them, it saves a lot of time, all you need to do is keep the CC numbers secure on your end and do a little cut/paste to semi-automate the process.

Hope that helps.
Jim.