Overview

Excerpt
When the Clearent Integration is enabled, the system will allow users 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

Credit Card ( In-App)

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.

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

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A confirmation message will appear.

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

Multimedia

Ui steps

size	small

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 (POS Terminal).

Ui step
Click on Pay & New.

Ui step
A new window will open to select the terminal, select it and clic on Pay.

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The system will connect to the terminal, follow the instructions on this to complete the transaction.

Ui step
Wait couple of seconds until the payment is processed. A success message should appear. Click on Ok to finish.

Image Added

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Warning

title	Important

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