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.