Sharpen Payments provides a PCI Compliant format to collect credit card information—without ever leaving your interaction.
When you are on an interaction, click the Payment tab to access the Sharpen Payments tool.
Next, fill out the required fields, including the card type and expiration date. These fields must be filled out in order to click the Collect Card Number button (otherwise, you’ll get a pop-up asking for the correct information on the missing fields).
Clicking Collect Credit Card Number will put you on hold and connect the customer with a secure auto-attendant designed to capture his/her credit card information. While you are on hold, you’ll be able to see whether information is being filled out by the customer.
At this time, Sharpen Payments functions via a phone call. This means that if you are on a web chat interaction and click Collect Card Number, the customer will receive a phone call in order to enter their payment information.
If for some reason the customer has an issue and isn’t able to fill in the payment information, you’ll see a pop-up allowing you to stop the secure auto-attendant and reconnect the call.
After talking with the customer, you’ll need to click Collect Card Number again to restart the process.
Once the customer fills in the card information, the call is reconnected and you can move forward with the payment amount in a new section labeled “Checkout.”
Enter the amount you wish to charge. Then, click Charge This Card to process the payment.
If the payment goes through, you’ll see the “Payment Was Successful!” message, as shown below.
If the payment fails, click the Charge Another Card button. This essentially will start the process over— without clearing out any of the required information that you entered.
Verify the required information, then reconnect the customer with the secure environment. They’ll be able to reenter the card number if they made a mistake or use a new card.
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