Overview

Excerpt
When the Clearent Integration is enabled, the system will allow users processing to process payments with credit cards from the Receive Payment and Order Entry screens. This article explains how to process payments from the Receive Payment screen.

Instructions

Ui steps

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Ui step
Go to A/R>>Receive Payment.

Ui step
Use the available filters to find the order or the customer to apply a credit card payment.

Ui step
Enter the payment amount, the date and in the Payment method drop-down menu, select Credit Card (In-App).

Ui step
Click on Apply action, for the specific order you want to pay (Notice that there is a button called Auto Apply Payment which will automatically apply the payment amount entered starting with the oldest invoices).

Ui step
Click on Pay & New. The system will open a screen to enter the credit card information and the billing information. Notice that if there is card already saved, you will be able to select it.

Ui step
Click on the payment amount and wait a couple of seconds until the payment is processed.

Ui step
A confirmation message will appear.

Ui step
Once you close the confirmation window, the system will take you to the Receive Payment screen and will clean the payment information.

Multimedia

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Filter by label (Content by label)

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cql	label in ("credit-card-payment","clearent","credit-payment")

Warning

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This integration will only work inside the United States.
The company and the customer must have USD as default currency in order this option to work.