Credit Card Processing with AR Invoices
Some companies using Sage Accpac ERP only have the Accounts Receivable module, and don’t have Order Entry installed. If you are a consultant or your company provides some type of service, this post is for you.
Processing payments on AR Invoices is easy with Paytelligence.
The Transaction Processor can be used to process any type of transaction on any unpaid documents. But if you only have AR, only AR documents will be available to you. The document type will automatically be selected on ARInvoice.
Using the Transaction Processor, first you select the customer. All ARInvoices for that customer will be displayed.
From here, you can select a previously saved credit card. You can also add or modify the credit cards for this customer.
You can then select which AR invoices to receive payment. You can make partial payments or pay in full.
Once you have made a payment, you can print a Transaction Receipt.
This receipt will show which documents were paid and the amount of the payment.
When you run Paytelligence Day End, a receipt entry will be created for each payment.
If you made a payment that covers multiple documents, one entry will be created with a detail line displaying the payment amount of each document.
Some consultants have been using this feature for the past year and are very happy with it. If you haven’t downloaded Paytelligence yet, please go to the downloads section and give it a try. You can set it up in a sample company with our Payment Gateway Simulator. There are no charges to use the software in a sample company.
Transaction Receipt Printing
ACH, Captures, Sales and Refunds can be printed
Paytelligence has a feature to print a receipt when an ACH, capture, sale or refund transaction has been successfully completed. This printing feature is available in Order Entry, Invoice Entry, Credit Entry, Transaction Processor and Miscellaneous Processor.
Authorizations cannot be printed
Successful Authorizations do not have receipts associated with them, and therefore cannot be printed. The print button will be disabled on those transactions.
Declined Transactions cannot be printed
Any transactions that are declined also do not have receipts associated with them, and cannot be printed. The print button will be disabled on those transactions.
Accpac Credit Card Processing – The very first time
I want to introduce myself to those that are new to Paytelligence and processing credit cards with Accpac.
My name is Mitch Senman and I am head of training and support for Paytelligence ERP Payment Processing. Recently, I have been assisting with many new installs of Paytelligence. And I am noticing certain trends with these new installs.
There are many different ways to process an order in Order Entry. Some companies want to take prepayments up front, and some want to take payments when they ship. Some want to change the way they process orders when they use credit cards and some want to do things exactly the same way that they process other payments. Also, some companies are only processing credit card payments on AR Invoices.
The way that you use Paytelligence is totally up to you. You can choose how to process your credit card payments. You may need to alter some of your procedures to accommodate for processing credit cards through Accpac. But I want you and your organization to only make changes that you feel comfortable with. Establishing good credit card processing procedures is important when implementing this new module.
Take some time to determine how you want your staff to handle the credit card processing. This will help you to set up the best procedures for your staff. Paytelligence can be used in a sample company with test data free of charge. I recommend setting up a training environment for Paytelligence on your server before you go live. This will give you an opportunity to try out your procedures. If these procedures don’t work the way you like, you’ll have an opportunity to tweak and make changes. Once you feel that these procedures are ready, you need to take some time to educate and train your staff on these procedures.