Secure Payment Capture allows you to securely capture PCI compliant credit card and eCheck payment information. The payment methods are then stored in the Leap system in order to process payments from the dashboard at anytime. This is useful for initiating a payment after the notice of cancellation period has ended and/or after the job has been completed.

The majority of payment processors require a username and password although others may require a merchant ID and/or a unique key. Your payment processor can provide this information for you.

Setup Secure Payment Capture

1. Enter the credentials for your account under Integrations -> Payment Capture.
1. Select your payment Gateway from the list.
2. Enter the credentials / merchant ID / unique key required. Depending on the payment processor they may require a variety of different credentials.
3. Check off I have read and agree to the Terms of Use associated with this feature.
4. Click .
2. Setup the payment section of your contract with the Secure Credit Card Capture and Secure eCheck Capture cells to allow your contract to capture this information.
1. Edit the contract that contains the payment section.

1. Change Credit Card Cell Type to Secure Credit Card Capture.
1. Select the cell that contains the credit card information.
2. Click Settings.
3. Click Cell Type.
4. Click Secure Credit Card Capture.

2. Change Check Cell Type to Secure eCheck Capture.
1. Select the cell that contains the check information.
2. Click Settings.
3. Click Cell Type.
4. Click Secure eCheck Capture.

3. Save Changes to the Contract.

Using Secure Payment Capture

To capture credit card or check information simply go to that section of the contract on the Leap app. Tap on the cell that contains the appropriate form of payment.

Capturing Credit Card Information:

Capturing Check Information:

Processing Payments and New Transactions

After a payment method has been securely captured it can be accessed under the Payments section of the Leap dashboard.

Clicking the customer’s name will display any payment methods and previous transactions. It also contains any attachments including the contract in case the total contract amount, deposit, balance, or any other scheduled payments need to be referenced.

Clicking the payment method will open a window to initiate a new transaction.