Open Payment Center
Choose hosted card, bank, expiring-card, or failed-payment work.
Before you start
- •Sign in to the Hub with access to this workspace.
You will finish with
- •You can explain what Open Payment Center is for and choose the correct next action.
Safety and data checks
- • Never type card or bank credentials into notes, tickets, email, or training data.
Complete the task
- 1Navigate
Open Open Payment Center
Use the Hub navigation to open Open Payment Center. Do not begin from a bookmarked record until you can identify this workspace in the normal menu.
Expected resultOpen Payment Center is open and its page heading is visible.
- 2Review
Understand what belongs here
Payment Center coordinates secure provider-hosted payments and bank workflows without storing card details in the Hub. Use this distinction to avoid creating the same work in a neighbouring workspace.
- 3Verify
Read the current state first
Choose the correct tab and confirm customer, purpose, amount, status, provider reference, and prior requests. Read the customer, owner, date, and status before opening or changing a record.
- 4Review
Choose the correct action
Open the matching payment or create a verified request through the approved provider workflow. Open the specific record and confirm its history before saving, sending, assigning, or completing anything.
- 5Verify
Confirm the safe stopping point
Never type card or bank credentials into notes, tickets, email, or training data. This orientation ends before any irreversible or customer-facing submission.
Never type card or bank credentials into notes, tickets, email, or training data.Expected resultYou know what must be verified before the final action.
If something does not look right
The page or action is not visible.
Confirm your role and Navigation & Access settings, then ask a Super Admin if the feature is disabled.