21 minutes to read

Creating a credit card (Tokenizing)

1. Navigate to Accounts receivable > Customers > All customers.
2. In the list, find and select the desired record.
3. In the list, Select the link in the selected row.
4. On the Action Pane, Select Customer > Setup > Select Credit cards > Select New.
5. Enter the Cardholder data
1. E.g., Credit card number (PAN)
2. Expiry date
3. CVV
6. Complete any other mandatory fields
7. Select Save/Finish/Next

Authorizing a sales order 

1. Navigate to Accounts receivable > Orders > All sales orders.
2. Select New.
3. In the Customer account field, select customer > Select OK.
4. In sales order lines select desired item number.
5. Select Complete > It will open sales summery form. Verify the total amount
6. Select Add in Payments section > it will display Enter customer payment information form
7. In the Payment method field, enter or select a value (Credit card)
8. In the Number field, enter or select a value (Card Token).
9. Select OK > Select Submit.

Finalizing a sales order (Invoicing and Capturing payment)

1. Navigate to Accounts receivable > Customers > All customers.
2. Select the Customer.
3. On the Action Pane, Select Sell > Select Orders > Select All sales orders.
4. In the list, select the desired sales order.
5. On the Action Pane, Select Invoice.
6. In the Quantity field, select an option All.
7. Select OK

Partial pick up (showing re-auth for remaining amount)

1. Navigate to Accounts receivable > Customers > All customers.
2. Select the desired customer.
3. Select Sells tab > Select New Sales order.
4. Add multiple items in Sales order line.
5. Select Complete.
6. In the Payment section > Select Add > It will display Enter customer payment information
7. In the Payment method field, enter or select a value (Credit card).
8. In the Number field, enter or select a value (Card token).
9. Select OK > Select Submit. It will authorize the order.
10. Navigate to Sell tab > Select Orders > Select All sales orders.
11. In the list, select the previously authorized order.
12. On the Action Pane, Select Pick and pack > Select Generate picking list > Select OK.
13. Select Picking list registration > Select the Select check box in Lines section > Select Functions > Select Update selected. Select Save.
14. Close the page.
15. Select Post packing slip > Set quantity to Picked > Select OK.
16. On the Action Pane, Select Invoice > Select Invoice > In the Quantity field, select an option “Packing slip” > Select OK.
17. On the Action Pane, Select Sales order > Select Payments > Select Payment authorization details.

Voiding an Authorization 

1. Navigate to Accounts receivable > Customers > All customers > Select the desired customer.
2. On the Action Pane, Select Sell > Select Sales order.
3. Select item in sales order line > Select Complete.
4. In the Payment section > Select Add > It will display Enter customer payment information
5. In the Payment method field, enter or select a value (Credit card).
6. In the Number field, enter or select a value (Card token).
7. Select OK > Select Submit. It will authorize the order.
8. Select Orders > Select All sales orders > Select desired order.
9. Select Payments > Select Credit card > Select Void.

Viewing Credit card history

1. Navigate to Accounts receivable > Inquiries and reports > Credit card history.
2. Open Sales order column filter > Enter a sales order number
3. Expand the Result section and expand the Request section and verify the details.

Creating a Credit card from the sales order

1. Navigate to Accounts receivable > Orders > All sales orders.
2. Select New. In the Customer account field, enter customer account number or select from list > Select OK.
3. Select item in sales order line > Select Complete.
4. In the Payment section > Select Add > It will display Enter customer payment information
5. In the Payment method field, enter or select a value (Credit card).
6. In the Number field, Select Add credit card.
7. Enter the Cardholder data
1. E.g., Credit card number (PAN)
2. Expiry date
3. CVV
8. Complete any other mandatory fields
9. Select Save/Finish/Next
10. Select OK > Select Submit. It will authorize the order.

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