How to process Credit Cards

Setting up a credit card in the Customers & Prospects

• Open the customer and go to the Pricing Defaults tab.

• Click on the credit card info button on the right hand side.

• Click the magnifying glass on the bottom empty field to bring up the Add/Edit Credit Card Info box.

• Fill in the Last name, First name and Billing Address.  You can use the Arrow button to copy the address from the customer if it is the same.

• Select the credit card type, the Expiration Month and the Expiration year from the drop down menus.  

• Fill in the Credit card number and the CCV code

• Select the payment type from the drop down menu. This payment type will be from your Type of Payments table found in the company setup.

• If this is the default credit card type you can check the Use as default card box.

Taking a payment on an invoice

• Open the invoice and click on the payments button at the bottom of the invoice.

• Click on the credit card button on the right hand corner.

• If more than one credit card is listed select the credit card you wish to charge from the credit cards listed and highlight it.

• Check the transaction type and transaction amount and make sure that it is the amount you wish to charge.  If the amount is different simply type in the correct amount.  You may also change the transaction type if you need to.

• Click the submit transaction.  Once the charge has went through it will come back with a green screen under the transaction type field and tell you that the charge was successful.  If it was unsuccessful it will come back red and give you a code as to why it did not charge.

• If you need to add a new credit card on the fly versus going through the customer and prospects you can do so by clicking the add a new card button.

• If you need to edit an existing card say the expiration date changed you can do so by clicking the Edit Selected Card button.

Taking a payment on an Sales Order

• Open the Sales Order and click on the payments button at the bottom of the invoice.

• Click on the credit card button on the right hand corner.

• If more than one credit card is listed select the credit card you wish to charge from the credit cards listed and highlight it.

• Check the transaction type and transaction amount and make sure that it is the amount you wish to charge.  If the amount is different simply type in the correct amount.  You may also change the transaction type if you need to.

• Click the submit transaction.  Once the charge has went through it will come back with a green screen under the transaction type field and tell you that the charge was successful.  If it was unsuccessful it will come back red and give you a code as to why it did not charge.

• If you need to add a new credit card on the fly versus going through the customer and prospects you can do so by clicking the add a new card button.

• If you need to edit an existing card say the expiration date changed you can do so by clicking the Edit Selected Card button.

Applying a Credit Payment on an Credit Memo

• Open the credit memo and click on the payments button at the bottom of the credit memo.

• Click on the credit card button on the right hand corner.

• If more than one credit card is listed select the credit card and amount you wish to credit from the credit cards listed and highlight it.

• Check the transaction type and make sure it says Credit.  Also check the transaction amount and make sure that it is the amount you wish to charge.  If the amount is different simply type in the correct amount.  

• Click the submit transaction.  Once the credit has went through it will come back with a green screen under the transaction type field and tell you that the charge was successful.  If it was unsuccessful it will come back red and give you a code as to why it did not charge.