Using a One Time Sale to receive on account
You can receive money on a customer account (ROA) in Sales Order Entry for a One Time Sale, also known as instant payment. An instant payment is a tokenless credit card transaction.
- Select Sales > Entry > Order.
- From More, select Receive on Account.
- Specify the Customer, Warehouse, and Taken By.
- In the Amount field, specify the amount of the payment.
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Click One Time
Sale.
You are connected to the credit card processor's One Time Sale form.
- Click OK to open a journal.
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Complete all required fields:
- Card Number
- Specify the credit card number. You can manually specify the number or, if you have a scanner device, you can swipe the card. The data stored on the magnetic stripe is used automatically populate the Card Number, Expiration, CVC, and Cardholder Name fields.
- Expiration
- Select the month and year noted on the credit card.
- Cardholder Name
- Specify the name of the person authorized to use this credit card.
- Last four digits
- Specify the last four digits of the credit card number. This field is available when you swipe a card using a scanner device, and provides verification that the credit card is present during the setup or tendering process.
- CVC
- Specify the CVC code.
- Zip Code
- Specify the Zip code associated with the card.
- Specify the email address of the cardholder.
- Click Submit.
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In the transaction receipt, click either of these options:
- Done, if you do not want to print a receipt, or
- Print, to print a receipt.
An approval message is displayed: Card Approved ************<last four digits>.A payment message is displayed: Payment Posted, Order # 0000000 Has Been Created.