Customer Cash Receipt Entry - Detail - Pay By Credit Card/ACH overview

Customer > Entry > Cash Receipt

Use this page to process invoice payments using the credit card or ACH payment methods. The CenPOS device supports both credit card and ACH payment methods, whereas the Stripe device supports only credit card transactions.

You can access this screen using the Pay By Credit Card/ACH option on the Customer Cash Receipt Entry details screen.

Note: 
  • The Pay By Credit Card/ACH option is displayed only if the Type field value is set to Credit Card/ACH Payment in the Transactions section of the Customer Cash Receipt Entry screen.
  • The Pay By Credit Card/ACH option is enabled only if the amount to be applied to invoices is specified fully or partially on the Customer Cash Receipt Entry details screen.

To process the credit card or ACH transactions, you must specify these fields:

  • Payment Warehouse: The merchant ID for which the transaction must be processed.
  • Payment Type: The types of credit card and ACH payments that are defined on the SA Table Code Value Setup - Payment Types screen.
  • Payment #: The credit card that is associated with the selected customer. You can select a credit card from the list of stored cards for the customer.
  • Amount: The total amount to be paid for the selected invoices is displayed in this field. This value is the sum of all amounts specified for the selected invoices on the Customer Cash Receipt Entry details screen.

On this screen, you can use these options:

  • Add New Card: To add a new credit card for the selected customer. This card is stored in the application.
  • One Time Sale: To process a sale transaction and collect funds immediately without authorizing the transaction. The card used for One Time Sale is not stored in the application.
  • One Time ACH: To process an ACH transaction and collect funds immediately without authorizing the transaction. The card used for One Time ACH is not stored in the application.
  • Submit: To process the transaction with the selected card for payment. The Cash Receipt Entry screen is displayed after the transaction is completed.
    Note: The surcharge information for a stored card is displayed, if available, and you can choose to continue the transaction.