Alleva Payments

How to use Alleva Payments to process payments, save client payment information, and see transaction history.

In order to access Alleva Payments, hover over the purple plus sign and click the $ icon to launch the payment feature.

  

Search for and select a client.





Once the client is selected, expand one of the following tabs: “Run a Transaction” to process a payment, “Saved Cards” to view or add new credit card information for the client, or “Transaction History” to view the client’s payment history.

How to Process a Payment

1. Select either “Run a Transaction” or go to “Saved Cards” and click the credit card icon next to the card to process a transaction on that card.
   
   
   
   
2. Enter the charge amount in the “Amount” field and click the charge button to charge the selected card.
   
   
   
3. The charge will appear below in the “Transaction History” table and a success message will appear once the charge has been submitted.
   
   
   
   
   
4. To run a one time transaction without saving the card, click “Run a Transaction” and enter the payment amount. Click “Save Settings”.
   
   
   
   
   
   
5. A form will pop up to fill in one time card information. Enter card information and save.
   
   
   
   
6. If processed correctly, there will be a success message and the payment will be listed in the Transaction History table.
   
   

🎉🎉Done!!

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How to Save a New Card (Nexio)

1. Expand the second row “Saved Cards” and then click “+ Save a New Card”.
   
   
   
   
2. Fill out credit card information on the following form and save.
   
   

🎉🎉Done!!

NOTE: Clients can only have three saved credit cards on file at a time. To remove a saved credit card, please click on the trash icon to delete.

NOTE: Clients can void transactions in the Nexio platform, which they will get access to automatically when they purchase Alleva Payments Powered by Nexio.