Payment methods available to customers

Your customer can pay through electronic payment or you can bill the customer through Accounts Receivable. See Electronic payment overview. For information on other payment options, review this chart:

Concept flow: Method of payments

Your customer's EP account information will default from their customer record set up in Accounts Receivable. If the customer decides to use a different account than their default account, then you can change that information during order entry.

If you bill your customer through Accounts Receivable, then you can process the order and continue processing the invoice. You do not need to add account information at the order level.

Downpayment information

When you process a downpayment, the check information is recorded on the order for reference. The check information is also used to print the correct amount on the invoice. The check information is also recorded in Accounts Receivable, and is then applied to the full open receivable record.

You can enter one form of downpayment when you create a customer order. Generally, if you are accepting an electronic payment, then you would use the EP account to pay all of the order total, or a 100% downpayment. Any amount not covered by the downpayment is sent to Accounts Receivable for collection.

Note: You can set up payment types on Electronic Payment Types (BL13.1).

Non-authorization or settlement electronic payment types process

You can set up payment types that do not require authorization or settlement. These can be processed without using the electronic payment method described elsewhere in this user guide. See Electronic payment overview. These non-authorization or settlement electronic payments types do not interface with an electronic payment processor and are, instead, used as reference information on a customer order. An order with this method of payment will create a paid receivable to send to Accounts Receivable. You can use your own methods of interfacing to collect payment on the credit card.