Processing Contract Payments with a Credit Card
Use the Credit Card Contract Invoice Payments form to charge a pre-filtered list of contract invoices at one time.
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For these fields, select a range of values to filter the list of
invoices included in the charge:
- Invoice Number
- Service Type
- Contract
- Customer
- Invoice Date
- Due Date
- To put the process on the background queue and automatically increment the dates based on the processing date, select Increment Date for the Invoice Date range and Due Date range.
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Specify the frequency with which to generate the report:
- Always: A report is generated every time the utility is run.
- Never: A report is never generated.
- On Error: A report is only generated if an error occurs.
- To populate the grid with a list of all contract invoices with an outstanding balance and that have an active credit card authorization associated with them, select Preview and then click Process.
- In the grid, select the invoices to include in the charge process. To include all of the invoices in the process, click Select All.
- To run the utility and charge the invoices, select Commit and then click Process.
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