Table of Contents

To create an online payments account and enable in-app payments, do the following instructions:

1. Go to Setup and select Settings.

2. Click on In-App Payments from the Company Setup group of settings.

3. Click on Create Account. This will open a KYC page where you can add your company’s information.

4. Fill out your company or location’s account information.

5. Click on Save.

To edit an online payments account or add missing account information, do the following instructions:

1. Go to Setup and select Settings.

2. Click on In-App Payments from the Company Setup group of settings.

3. Click on Add Missing Information. This will take you to the KYC page, where you can see the existing account information.

4. Modify or add the information.

5. Click on Save.

To make a payment directly in the E-Commerce when you checkout, do the following instructions:

1. Once you’ve finished adding your products to the cart, click on View Cart.

2. Click on Pay & Checkout.

3. Select if you are paying with a credit card or ACH.

4. Add the payment details and click on Pay.

To process payments in the accounts receivable module, do the following instructions:

1. Go to A/R and select Receive Payment.

2. Select the Customer.

3. Enter the amount and payment information and select ACH or Credit Card as a payment method.

4. Apply the payment and click on Pay & New.

5. Add the payment details and follow the instructions on the screen.