Maintaining a token in Sales Order Entry

Typically, only system administrator-level operators can modify credit card or ACH token information. With the correct operator security, you can update account information in your integrated credit card processor system while collecting payment in Sales Order Entry. This access is beneficial if, for example, you are entering an order and the card is denied because the expiration date is not current. You can update the expiration date and then continue to collect payment .

  1. After you have initiated an order in Sales Order Entry, selected the products, and reviewed taxes and totals, click Collect Payment.
  2. Select the payment information in the Process Payment section.
  3. To update the token information, click Modify Tokenized Card.
  4. Update the information on the processor's Modify Card form and click Submit.
  5. Click Accept Payment.
  6. Click OK to open a journal.
  7. If the transaction is approved, then this message is displayed: Card Approved ************<last four digits>.
  8. Finish the order.