Charge a Customer From Their Contact Profile in the Marketing 360® Mobile App

The Marketing 360® Mobile App makes it easy to charge your existing CRM Contacts right from their Contact profile using the quick-action Charge button. Learn how!

1. First, Navigate to the Contacts page by clicking on Contacts on the bottom navigation. 
   
   
   
   
2. Then, navigate to the contact that you would like to charge by clicking into their contact profile. Tip: Use the magnifying glass in the top left corner and search by their name, email, or phone number.
   
   
3. Click on the Charge quick-action button. 
   
   
   
   
4. Then, select the type of charge you wish to initiate. The options here will depend on whether the contact has an associated Payments Customer Profile in Marketing 360® Payments.
   
   

If the contact has an associated Payments customer profile 

If the contact has an associated Payments customer profile, you will be able to initiate a one-time payment, setup a subscription, or set up an invoice for them.

If the contact does not have an associated Payments customer profile

If you have selected a contact without an associated Payments customer profile, you will only be able to initiate a one-time charge. You may enter their card information manually, or use the Marketing 360® Card Reader to accept a card-present, one-time payment. 

How we associate CRM Contacts with Payment Customer Profiles

We associate CRM Contacts with Payments customer profiles by looking for a matching email address. For example, if you have a Payments customer with the same email address as a contact in your CRM, the two will be synced. 

In addition, you can view their past Sales history right from their Contact profile in the Marketing 360® Web App.