--- title: Global Payments - Payfields: description: "Once you have completed the setup for the app setting, then you need to setup the merchant Assigning a merchant to a unit:  Add/delete card information from Customer Financial Management:" --- [Skip to content](https://faq.elecate.com/faq/global-payments-payfields-1#main-content) English Show submenu for translations [Customer portal](https://elecate.com/tickets-view?hsLang=en) ![Elecate with Star](https://faq.elecate.com/hs-fs/hubfs/Elecate_pri.png?width=400&height=203&name=Elecate_pri.png) Open main navigation Close main navigation - English Show submenu for translations - [Customer portal](https://elecate.com/tickets-view) - Go to elecate.com Go to elecate.com Hi, How can we help you? - There are no suggestions because the search field is empty. 1. [Home](https://faq.elecate.com/faq?hsLang=en) 2. [Finance & Accounting](https://faq.elecate.com/faq/finance-accounting?hsLang=en) 3. [Customer Financials](https://faq.elecate.com/faq/finance-accounting?hsLang=en#customer-financials) # Global Payments - Payfields: **How to set up Payfields:** - At the top of the screen, on the right side click on the **Gear Icon** - Search for **App settings** ![](https://faq.elecate.com/hs-fs/hubfs/image-png-Aug-28-2025-04-55-58-4980-PM.png?width=688&height=331&name=image-png-Aug-28-2025-04-55-58-4980-PM.png) - Look for **CreditCardProcessor,** click on it - Make sure the Value of the app setting is: **GlobalPayfieldslive or the information can be entered manually,** click on **save & close.** ![](https://faq.elecate.com/hs-fs/hubfs/image-png-Aug-28-2025-04-59-03-2146-PM.png?width=688&height=522&name=image-png-Aug-28-2025-04-59-03-2146-PM.png) **Once you have completed the setup for the app setting, then you need to setup the merchant** - Click on the **Gear Icon**, at the top of the screen on the right side - Select **Business Units** ![](https://faq.elecate.com/hs-fs/hubfs/image-png-Aug-28-2025-05-09-12-9205-PM.png?width=688&height=332&name=image-png-Aug-28-2025-05-09-12-9205-PM.png) - Choose **Create and Edit Merchants** ![](https://faq.elecate.com/hs-fs/hubfs/image-png-Aug-28-2025-05-11-25-2415-PM.png?width=688&height=316&name=image-png-Aug-28-2025-05-11-25-2415-PM.png) - The user can edit the **current information** or create a **new entry:** ![](https://faq.elecate.com/hs-fs/hubfs/image-png-Aug-28-2025-05-12-50-2332-PM.png?width=688&height=296&name=image-png-Aug-28-2025-05-12-50-2332-PM.png) - In the following window, the user has to enter their **personal bank account information,** then click on **save & close:** ![](https://faq.elecate.com/hs-fs/hubfs/image-png-Aug-28-2025-05-19-38-7506-PM.png?width=688&height=263&name=image-png-Aug-28-2025-05-19-38-7506-PM.png) **Assigning a merchant to a unit:** - Click on **the Gear Icon** - Select **Business Units** ![](https://faq.elecate.com/hs-fs/hubfs/image-png-Aug-28-2025-08-49-34-9246-PM.png?width=688&height=348&name=image-png-Aug-28-2025-08-49-34-9246-PM.png) - Choose **Set up Merchant per Unit** **![](https://faq.elecate.com/hs-fs/hubfs/image-png-Aug-28-2025-08-52-02-3923-PM.png?width=688&height=307&name=image-png-Aug-28-2025-08-52-02-3923-PM.png)** - Click on **New Entry:** **![](https://faq.elecate.com/hs-fs/hubfs/image-png-Aug-28-2025-08-53-52-0914-PM.png?width=688&height=294&name=image-png-Aug-28-2025-08-53-52-0914-PM.png)** - Once the user **fills out the required information,** they need to select **save:** **![](https://faq.elecate.com/hs-fs/hubfs/image-png-Aug-28-2025-05-18-56-6344-PM.png?width=688&height=162&name=image-png-Aug-28-2025-05-18-56-6344-PM.png)  Add/delete card information from Customer Financial Management:** - On the left side panel, go to **Finance & Accounting** - Click on **Customer Financials** ![](https://faq.elecate.com/hs-fs/hubfs/image-png-Aug-27-2025-02-04-48-4100-PM.png?width=688&height=335&name=image-png-Aug-27-2025-02-04-48-4100-PM.png) - Select **Customer Financials** - Choose **Customer Financial Management** ![](https://faq.elecate.com/hs-fs/hubfs/image-png-Aug-27-2025-02-08-28-0490-PM.png?width=688&height=334&name=image-png-Aug-27-2025-02-08-28-0490-PM.png) - You can either select **an existing customer** or create a new by clicking **on New Entry:** ![](https://faq.elecate.com/hs-fs/hubfs/image-png-Aug-27-2025-02-11-10-4539-PM.png?width=688&height=305&name=image-png-Aug-27-2025-02-11-10-4539-PM.png) - If you selected the New Entry Option, fill in the required information in the **Contact Tab, then go to the Billing Tab:** ![](https://faq.elecate.com/hs-fs/hubfs/image-png-Aug-27-2025-02-27-27-3365-PM.png?width=688&height=409&name=image-png-Aug-27-2025-02-27-27-3365-PM.png) - In the **Billing Tab**, go to the **Payment information section** and click on **Add Credit Card button:** ![](https://faq.elecate.com/hs-fs/hubfs/image-png-Aug-27-2025-02-29-11-3833-PM.png?width=688&height=452&name=image-png-Aug-27-2025-02-29-11-3833-PM.png) - In the **Credit Card window**, you will have to **select the Card Type, enter the card number, CCV, name on the card, expiration Month and Expiration Year:** **![](https://faq.elecate.com/hs-fs/hubfs/image-png-Aug-28-2025-07-21-29-3863-PM.png?width=688&height=382&name=image-png-Aug-28-2025-07-21-29-3863-PM.png)** - If the user needs to delete the card information, they just need to click on **Delete Credit Card button,** next to the **Add Credit Card option:** ![](https://faq.elecate.com/hs-fs/hubfs/image-png-Aug-28-2025-05-29-39-2827-PM.png?width=688&height=413&name=image-png-Aug-28-2025-05-29-39-2827-PM.png)**The following pop-up will appear:**![](https://faq.elecate.com/hs-fs/hubfs/image-png-Aug-28-2025-07-33-19-2007-PM.png?width=688&height=465&name=image-png-Aug-28-2025-07-33-19-2007-PM.png) - The user has the option to process a payment for an event in the **Customer Financial Management window**, they just need to go to the **payments tab,** **select the Event ID,** click the **Process Card button or Process ACH:** ![](https://faq.elecate.com/hs-fs/hubfs/image-png-Aug-28-2025-05-34-39-6736-PM.png?width=688&height=411&name=image-png-Aug-28-2025-05-34-39-6736-PM.png) - Also, they can use the card information previously saved or add a new information by clicking on **Add Credit Card:** ![](https://faq.elecate.com/hs-fs/hubfs/image-png-Aug-28-2025-05-39-28-4524-PM.png?width=688&height=403&name=image-png-Aug-28-2025-05-39-28-4524-PM.png) - The next step is processing a payment, enter the amount of **the payment, system will display a pop-up asking if you want to apply a Convenience fee, tab OK or Cancel:** ![](https://faq.elecate.com/hs-fs/hubfs/image-png-Aug-28-2025-05-44-32-5718-PM.png?width=688&height=357&name=image-png-Aug-28-2025-05-44-32-5718-PM.png) - Depending on the status of the payment, the app will show **a confirmation or decline message on the screen, see image below:** ![](https://faq.elecate.com/hs-fs/hubfs/image-png-Aug-28-2025-07-24-40-2493-PM.png?width=688&height=456&name=image-png-Aug-28-2025-07-24-40-2493-PM.png) - Also, we have available the **ACH payments,** the user just needs to click on the **Process ACH button** ![](https://faq.elecate.com/hs-fs/hubfs/image-png-Aug-28-2025-07-25-32-9969-PM.png?width=688&height=410&name=image-png-Aug-28-2025-07-25-32-9969-PM.png) - When the user clicks on the **Process ACH button**, the following window will appear where they will have to fill in the required information and then **press on save:** ![](https://faq.elecate.com/hs-fs/hubfs/image-png-Aug-28-2025-07-28-42-7599-PM.png?width=688&height=403&name=image-png-Aug-28-2025-07-28-42-7599-PM.png) - If the **ACH payment is successfully completed**, the following message will appear: ![](https://faq.elecate.com/hs-fs/hubfs/image-png-Aug-28-2025-07-30-37-9012-PM.png?width=688&height=403&name=image-png-Aug-28-2025-07-30-37-9012-PM.png) **The user can process payments from the event directly; they can make it using Credit Card or ACH:** - In the left side panel, go to **Sales & Marketing** - Click on **Event & Order Management** ![](https://faq.elecate.com/hs-fs/hubfs/image-png-Aug-27-2025-02-50-59-3619-PM.png?width=688&height=312&name=image-png-Aug-27-2025-02-50-59-3619-PM.png) - Select **Event Management - All Status Types Included:** ![](https://faq.elecate.com/hs-fs/hubfs/image-png-Aug-27-2025-02-52-48-1685-PM.png?width=688&height=333&name=image-png-Aug-27-2025-02-52-48-1685-PM.png) - Once you have opened the event, go to the **Financial Tab, Payment Schedule section and click on Process Credit Card:** ![](https://faq.elecate.com/hs-fs/hubfs/image-png-Aug-27-2025-02-54-01-6835-PM.png?width=688&height=412&name=image-png-Aug-27-2025-02-54-01-6835-PM.png) - In the Credit Card Charge window, if the card information has been previously saved, then the user just need to enter the **Payment amount,** the app will ask if they want to apply fee for the transaction, press on **Process Charge,** if the payment was successfully completed the app will display a **pop-up with this information**, also the same **pop-up will be displayed** if the payment fails with the failing reason: ![](https://faq.elecate.com/hs-fs/hubfs/image-png-Aug-27-2025-02-58-56-3042-PM.png?width=688&height=432&name=image-png-Aug-27-2025-02-58-56-3042-PM.png) ![](https://faq.elecate.com/hs-fs/hubfs/image-png-Aug-27-2025-03-22-29-3034-PM.png?width=688&height=415&name=image-png-Aug-27-2025-03-22-29-3034-PM.png) **ACH payment:** - The user needs to click on the **Process ACH button:** **![](https://faq.elecate.com/hs-fs/hubfs/image-png-Aug-28-2025-08-35-30-3919-PM.png?width=688&height=413&name=image-png-Aug-28-2025-08-35-30-3919-PM.png)** - The following window will appear; they just need to **fill out** the blank spaces and then click on **save:** ![](https://faq.elecate.com/hs-fs/hubfs/image-png-Aug-28-2025-08-38-17-0124-PM.png?width=688&height=360&name=image-png-Aug-28-2025-08-38-17-0124-PM.png) - Next step is click on **Process Charge,** if the **payment is completed a confirmation pop-up will be displayed:** ![](https://faq.elecate.com/hs-fs/hubfs/image-png-Aug-28-2025-07-30-37-9012-PM.png?width=688&height=403&name=image-png-Aug-28-2025-07-30-37-9012-PM.png) **To add/delete card information from Customer Marketing Window:** - On the left side panel, go to **Sales & Marketing** - Click on **Customer (CRM)** ![](https://faq.elecate.com/hs-fs/hubfs/image-png-Aug-28-2025-07-37-38-1467-PM.png?width=688&height=325&name=image-png-Aug-28-2025-07-37-38-1467-PM.png) - Select **Customer Sales and Marketing Management** ![](https://faq.elecate.com/hs-fs/hubfs/image-png-Aug-28-2025-07-38-02-9377-PM.png?width=688&height=326&name=image-png-Aug-28-2025-07-38-02-9377-PM.png) - Open an **existing item** or **create one** by clicking on **New Entry:** ![](https://faq.elecate.com/hs-fs/hubfs/image-png-Aug-28-2025-07-39-14-5962-PM.png?width=688&height=313&name=image-png-Aug-28-2025-07-39-14-5962-PM.png) - Go to the **Billing Tab,** click on the **Payment Information section:** ![](https://faq.elecate.com/hs-fs/hubfs/image-png-Aug-28-2025-07-42-33-5652-PM.png?width=688&height=412&name=image-png-Aug-28-2025-07-42-33-5652-PM.png) - Select **Add Credit Card button,** the following window will appear: ![](https://faq.elecate.com/hs-fs/hubfs/image-png-Aug-28-2025-07-46-56-9106-PM.png?width=688&height=323&name=image-png-Aug-28-2025-07-46-56-9106-PM.png) - Below the **Credit Card Payment**, we have the **ACH payment option:** **![](https://faq.elecate.com/hs-fs/hubfs/image-png-Aug-28-2025-07-51-20-1032-PM.png?width=688&height=412&name=image-png-Aug-28-2025-07-51-20-1032-PM.png)** - The user just needs to click on **Add ACH Info button,** the following window will appear,they need to fill out the blank spaces and then click on **save:** **![](https://faq.elecate.com/hs-fs/hubfs/image-png-Aug-28-2025-07-52-47-0041-PM.png?width=688&height=353&name=image-png-Aug-28-2025-07-52-47-0041-PM.png)** **Processing a refund:** - On the side panel go to **Sales & Marketing** - Select **Event & Order Management** *![](https://faq.elecate.com/hs-fs/hubfs/image-png-Aug-29-2025-01-10-00-0882-PM.png?width=688&height=333&name=image-png-Aug-29-2025-01-10-00-0882-PM.png)* - Click on **Event Management - All Status Types Included** **![](https://faq.elecate.com/hs-fs/hubfs/image-png-Aug-29-2025-01-11-19-8193-PM.png?width=688&height=309&name=image-png-Aug-29-2025-01-11-19-8193-PM.png)** - Open an **existing event,** by clicking on **the pen icon:** **![](https://faq.elecate.com/hs-fs/hubfs/image-png-Aug-29-2025-01-14-19-7039-PM.png?width=688&height=284&name=image-png-Aug-29-2025-01-14-19-7039-PM.png)** - Go to the **Financial Tab, Payment Schedule** section,select a payment.The payment that has been made on an **event are type ¨P¨** ![](https://faq.elecate.com/hs-fs/hubfs/image-png-Apr-29-2025-11-11-25-4095-PM.png?width=1654&height=894&name=image-png-Apr-29-2025-11-11-25-4095-PM.png) - Click on ¨Refund Transaction¨ button: ![](https://faq.elecate.com/hs-fs/hubfs/image-png-Apr-29-2025-11-13-10-7886-PM.png?width=688&height=333&name=image-png-Apr-29-2025-11-13-10-7886-PM.png) - Click on the **"Process Charge"** button at the button right side. **Processing a void:** - On the side panel go to **Sales & Marketing** - Select **Event & Order Management** *![](https://faq.elecate.com/hs-fs/hubfs/image-png-Aug-29-2025-01-10-00-0882-PM.png?width=688&height=333&name=image-png-Aug-29-2025-01-10-00-0882-PM.png)* - Click on **Event Management - All Status Types Included** **![](https://faq.elecate.com/hs-fs/hubfs/image-png-Aug-29-2025-01-11-19-8193-PM.png?width=688&height=309&name=image-png-Aug-29-2025-01-11-19-8193-PM.png)** - Open an **existing event,** by clicking on **the pen icon:** **![](https://faq.elecate.com/hs-fs/hubfs/image-png-Aug-29-2025-01-14-19-7039-PM.png?width=688&height=284&name=image-png-Aug-29-2025-01-14-19-7039-PM.png)** - Select the **event you want to void** - Select the **"Financial" tab** - Expand the **"Payment Schedule" section** **![](https://faq.elecate.com/hs-fs/hubfs/image-png-Aug-29-2025-02-13-16-1145-PM.png?width=1537&height=923&name=image-png-Aug-29-2025-02-13-16-1145-PM.png)** - Expand the **"Payment Schedule"** section - Select a payment. The payments that have been made on an event are **Type "P"** ![](https://faq.elecate.com/hs-fs/hubfs/image-png-Aug-29-2025-01-41-04-2276-PM.png?width=688&height=415&name=image-png-Aug-29-2025-01-41-04-2276-PM.png) - Click **void** - Select **Process Charge** ![](https://faq.elecate.com/hs-fs/hubfs/image-png-Aug-29-2025-02-20-13-2497-PM.png?width=1413&height=835&name=image-png-Aug-29-2025-02-20-13-2497-PM.png)   - [Sales & Marketing](https://faq.elecate.com/faq/sales-marketing?hsLang=en#main-content) - [Customer](https://faq.elecate.com/faq/sales-marketing?hsLang=en#customer) - [Event & Order Management](https://faq.elecate.com/faq/sales-marketing?hsLang=en#event-order-management) - [Reports](https://faq.elecate.com/faq/sales-marketing?hsLang=en#reports) - [Marketing](https://faq.elecate.com/faq/sales-marketing?hsLang=en#marketing) - [Sales](https://faq.elecate.com/faq/sales-marketing?hsLang=en#sales) - [Finance & Accounting](https://faq.elecate.com/faq/finance-accounting?hsLang=en#main-content) - [Accounting Tools](https://faq.elecate.com/faq/finance-accounting?hsLang=en#accounting-tools) - [Customer Financials](https://faq.elecate.com/faq/finance-accounting?hsLang=en#customer-financials) - [Financial Reports](https://faq.elecate.com/faq/finance-accounting?hsLang=en#financial-reports) - [Commissions & Goals](https://faq.elecate.com/faq/finance-accounting?hsLang=en#commissions-goals) - [Payroll Processing](https://faq.elecate.com/faq/finance-accounting?hsLang=en#payroll-processing) - [Production](https://faq.elecate.com/faq/production?hsLang=en#main-content) - [Kitchen Management](https://faq.elecate.com/faq/production?hsLang=en#kitchen-management) - [Dispatching & Shipping](https://faq.elecate.com/faq/production?hsLang=en#dispatching-shipping) - [Event Staffing](https://faq.elecate.com/faq/production?hsLang=en#event-staffing) - [Event Production](https://faq.elecate.com/faq/production?hsLang=en#event-production) - [Production Reporting](https://faq.elecate.com/faq/production?hsLang=en#production-reporting) - [Returns](https://faq.elecate.com/faq/production?hsLang=en#returns) - [Purchasing & Inventory](https://faq.elecate.com/faq/production?hsLang=en#purchasing-inventory) - [Reports](https://faq.elecate.com/faq/production?hsLang=en#reports) - [Data Items](https://faq.elecate.com/faq/data-items?hsLang=en#main-content) - [Food Management](https://faq.elecate.com/faq/data-items?hsLang=en#food-management) - [Beverage Management](https://faq.elecate.com/faq/data-items?hsLang=en#beverage-management) - [Equipment Management](https://faq.elecate.com/faq/data-items?hsLang=en#equipment-management) - [Miscellaneous Items](https://faq.elecate.com/faq/data-items?hsLang=en#miscellaneous-items) - [HR Management](https://faq.elecate.com/faq/data-items?hsLang=en#hr-management) - [Vendor Management](https://faq.elecate.com/faq/data-items?hsLang=en#vendor-management) - [Venue Management](https://faq.elecate.com/faq/data-items?hsLang=en#venue-management) - [Reports](https://faq.elecate.com/faq/data-items?hsLang=en#reports) - [Database Tools](https://faq.elecate.com/faq/data-items?hsLang=en#database-tools) - [General Setup](https://faq.elecate.com/faq/general-setup?hsLang=en#main-content) - [Marketing](https://faq.elecate.com/faq/general-setup?hsLang=en#marketing) - [Software Updates Timeline](https://faq.elecate.com/faq/software-updates-timeline?hsLang=en#main-content) - [New Development](https://faq.elecate.com/faq/software-updates-timeline?hsLang=en#new-development) - [Online Portal](https://faq.elecate.com/faq/software-updates-timeline?hsLang=en#online-portal) - [Mobile Apps](https://faq.elecate.com/faq/software-updates-timeline?hsLang=en#mobile-apps) - [Legacy Development](https://faq.elecate.com/faq/software-updates-timeline?hsLang=en#legacy-development) - [Elecate User Guide](https://faq.elecate.com/faq/elecate-user-guide?hsLang=en) - [Elecate Mobile App](https://faq.elecate.com/faq/elecate-mobile-app?hsLang=en) - [Elecate Shopping Cart](https://faq.elecate.com/faq/elecate-shopping-cart?hsLang=en) - [Elecate Academy](https://faq.elecate.com/faq/elecate-academy?hsLang=en#main-content) - [User Guide](https://faq.elecate.com/faq/elecate-academy?hsLang=en#user-guide) - [Upcoming Releases](https://faq.elecate.com/faq/upcoming-releases?hsLang=en#main-content) - [Upcoming Core Releases](https://faq.elecate.com/faq/upcoming-releases?hsLang=en#upcoming-core-releases) - [Integrations](https://faq.elecate.com/faq/integrations?hsLang=en) [![Chill listening crop-3](https://faq.elecate.com/hubfs/Elecate_pri.svg "Chill listening crop-3")](https://www.elecate.com?hsLang=en) Help Center Copyright © 2026, Elecate