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How do I process a Credit Card (Live Processing) through Pointman's web portal, using WePay?

  • Log into https://app.pointman.com/
  • Open up the job that you'd like to take a payment on
  • Click on the Payments tab and then click the orange '+' button
  • Select Credit Card (Live Processing) in the Payment Type dropdown
  • Several new fields will appear.  Fill out all of the required (*) fields and click Add.

 

 

  • This will spin for a few moments - it's processing the transaction.  When the transaction is approved, you will be able to view the payment on the Payments screen.
  • If you need to refund a payment, click HERE to learn how.

 

If you require further assistance, please reach out to the Support Team using any of our channels - 

Email: Support@Pointman.com

Phone: 800-566-6940

Chat with us!

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