Using a token to receive on account

  1. Select Sales > Entry > Order.
  2. Click Receive on Account.
  3. Specify values in the Customer, Warehouse, and Taken By fields.
  4. Specify the amount of the payment.
  5. Specify the payment type.
    You can select the card or ACH. The Payment Type lists, in sequence, all the payment types for that customer. Payment Types are set up in SA Table Code Value Setup and assigned to each customer in Customer Credit Card Setup.
  6. Select the card to use in the Payment # field.

    The Payment # lists, in sequence, all credit cards currently on file for this customer, and ship to, if specified in the order.

    To charge the Receive on Account to a token that is not in the system, click Add New Card. Complete all required fields on the credit card processor's Add Card form.

    Add New Card is available if Prompt for Creating Credit Cards in OE is selected in SA Administrator Options.

  7. Click Submit.
  8. Click OK to open a journal.
  9. Click Finish.

    If the transaction is approved, then this message is displayed: Card Approved ************<last four digits>.

    A payment message is also displayed: Payment Posted, Order # 0000000 Has Been Created.

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