How do I process a payment through Pointman?

  • Open up the job for which you'd like to process a payment for
  • Click the Payments tab
  • Click the blue '+' in the upper right-hand corner
  • Select the appropriate payment type in the dropdown menu.  The options that you have are: ACH, Credit Card, Cash Check and On Account. Please note that administrators are able to create custom 3rd party payment options. You can see that HERE
  • If you select Cash, Check or On Account, the only information you will need to enter in is the Payment Amount and Approval Date.
  • If you select ACH (Live Processing), you will have a series of prompts to complete the payment.  To learn what those prompts are, click HERE.
  • Similar to ACH, Credit Card (Live Processing) will also have additional information that will need to be entered in.  To see what additional information will be needed, click HERE.
  • When you have all of the required fields filled out, click Add in the lower right-hand corner.
  • You can review the payment, and it will show on the Payments screen.

If you need to refund a payment, learn how HERE.

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


Phone: 800-566-6940

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