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Bulk Process Credit Card Payments

 

  1. Navigate to the Accounting Centre then click Maintain Payments.

  2. In the top right corner, click Process Credit Cards.

  3. If desired, you can filter by selecting a Customer Category or Payment Terms.

  4. Choose whether you would like to Pay Invoice Balances or Pay Account Balance.
    1. If choosing to Pay Invoice Balances you will need to choose the date range you would like to Limit to invoices added between.

  5. The grid at the bottom of the screen will reflect the payments to be processed. Update the Payment column to update the amount to charge. Updating the Payment field to 0 will keep a payment from being processed.

  6. Click OK in the top right corner to charge the cards at the payment amount.

  7. The Paid column will be checked and a response will provide you with a Response as an authorization code if the payment was successful or an error message if not. 

 

Apply an Unapplied Payment