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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.

Info

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You can receive payments in two different ways: In-App (for which we recommend to setup the credit cards per customer) or through a POS Terminals (terminal devices must be set up per location, in multilocation companies).

Credit Card ( In-App)

Ui steps

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

Ui step
Use Use the available filters to find the order or the customer to apply for a credit card payment. (In multilocation companies, make sure you select a location with the Clearent option enabled).

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 a 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.

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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.

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Credit Card Terminals (POS Devices)

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 for a credit card payment. . (In multilocation companies, make sure you select a location with the Clearent integration enabled).

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 click on Pay.

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

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

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Warning

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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.

Important

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Filter by label (Content by label)

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Warning

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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.

Ui text box

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Roles enabled to perform this action: Accounts Receivables, Admin, Cashier.

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Versions Compared

Old Version 28

New Version Current

Key

Credit Card ( In-App)

Credit Card Terminals (POS Devices)