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.
Credit Card Processing for Sage Accpac ERP
My organization only uses Accounts Receivable, can I use Paytelligence?
Yes, Paytelligence allows you to apply credit card transactions to invoices and credit notes. A user can select multiple invoices for payment by credit card, and to minimize processing costs one payment can be applied to multiple invoices.
How can I see the status of a transaction in Order Entry?
Paytelligence has a “traffic light” which provides a visual indication of the status of a transaction. You can easily see if an order’s transactions have been approved, declined, captured or expired.
How many Merchant Accounts can I use with Paytelligence?
Paytelligence was designed to support multiple credit card merchant accounts within a single Accpac company. There is no limit to the number of merchant accounts that can be used with Paytelligence.
My company has ten locations. And I need one merchant account for each location. Can Paytelligence do this?
Yes, Paytelligence includes the ability to associate multiple merchant accounts by location.
Transaction Status – Traffic Light
Paytelligence has a “traffic light” which provides a visual indication of the status of a transaction. You can easily see if an order’s transactions have been approved, declined, captured or expired.
The Paytelligence Order Entry transaction screens provide users with a visual representation of the status of a transaction. These transaction status traffic lights display the current status of the transaction. If you mouse over the traffic light, a tool tip will appear with detail of the status.
The traffic light colors mean different things depending on the type of document you are looking at, and what AR Payment Terms codes are set to on the Customer tab in the Paytelligence Order Entry screen.