Customer Payment Methods

Form ID: (AR303010)

You can use this form to specify details for the payment methods used by particular customers. You may assign each customer any number of payment methods and, for payment methods that can involve multiple sets of details, any number of these detail sets. For example, if the payment method involves the use of credit cards, you can specify any number of credit cards (each of which is a set of details) for the customer.

Form Toolbar

The form toolbar includes standard and form-specific buttons and commands. For the list of standard buttons, see Form Toolbar and More Menu. The form-specific commands are listed in the following table.


Button	Description
Validate Addresses	Initiates the validation of the customer address. Address validation is performed through the third-party software integrated with MYOB Acumatica. The button is available when both of the following conditions are met: For the selected payment method, the Has Billing Information check box is selected on the Settings for Use in AR tab on the Payment Methods (CA204000) form. The Address Validation feature is enabled on the Enable/Disable Features (CS100000) form.

Address Lookup Dialog Box

In this dialog box, you can add a new address, update an existing address, and fill in the missing address information in a record that has address settings. You can also search for the name of the company and select the company's address. You can click the link to view the address in a new browser tab. If the address is correct, you can click Select to fill in the boxes in the Address section of the applicable form with the company location details. The addresses you can select from the list are limited to the countries specified for the address provider.

Tip:

If needed, you can use only a keyboard to select an address in the dialog box. When the Address Lookup dialog box has been opened, the system moves the focus to the Enter a Location box. You enter the known part of the address in the box, select the address by using the arrow keys, and press Enter. Then you can check the address and press Enter to close the dialog box.

You can expand the size of the Address Lookup dialog box to see the map in a larger scale by dragging the edges or corners of the dialog box.

This dialog box is available only if the *Address Lookup Integration* feature is enabled on the Enable/Disable Features (CS100000) form and integration with a web map service has been set up as described in Integrating MYOB Acumatica with Web Map Services.
Element	Description
Enter a Location	A box for searching for the company's address. You can do the following by using this box: Find a company address by a postal code if no other address details are available: If you enter the postal code into this box, the system displays the address options with the cities and country (and the state, if the country has states) that are valid for the postal code. Find a full address by a street address: If you enter the street address into this box and select the address, the system will fill in the country (and the state, if applicable), city, and postal code on the form. The web service selected as an address provider on the Site Preferences (SM200505) form searches for the information that matches your search criteria and lists all the search results below this box. You can click the needed value in the list, and the web service populates the box with this value and displays the address in the map area.
Map area	The area that displays the map, which takes most of the space of the dialog box. Depending on the address provider, Google Maps or Bing Maps can be used. In this area, you can view the existing company location. If you click the Address Lookup button, the company address is shown in the dialog box as a location on the map.
This dialog box has the following buttons.
Select	Closes the dialog box and populates the current section with the address details that you have selected in this dialog box.
Cancel	Closes the dialog box and cancels the selection of the company address.

Selection Area

In this area of the form, you can specify the customer for which you want to add a customer payment method and the payment method that will be used as a template. The layout of this area and of the Payment Method Details tab depends on the settings of the selected payment method.


Element	Description
Customer	The customer whose payment method you want to view or add; select a customer from the list of customers defined in the system. The list of customers available for selection may be limited based on the role or roles assigned to the user account to which you are signed in if the Customer and Vendor Visibility Restriction feature is enabled on the Enable/Disable Features (CS100000) form. In this case, the Restrict Visibility To box appears on the Financial tab of the Customers (AR303000) form. With the feature enabled, a customer is available for selection if one of the following is true: The Restrict Visibility To box is empty for the customer—that is, the customer’s visibility is not restricted. A branch, company, or company group is specified in the Restrict Visibility To box for the customer, and your user account has the role specified in the Access Role box of the Configuration Settings section of one of the following: the Branch Details tab of the Branches (CS102000) form for the branch, or the Company Details tab of the Companies (CS101500) form for the company or a company within the company group.
Payment Method	The payment method used as a template for a customer payment method you are currently viewing; select a payment method to use its settings for creating a new customer payment method. For a credit card payment method selected in this box, the system checks the option in the Save Payment Profiles box on the Customer Classes (AR201000) form for the customer's class. If the selected option is Never, the system displays an error message indicating that the saving of payment profiles is not allowed for the customer class. If a credit card payment method is selected in the Payment Method box and a processing center is selected in the Proc. Center ID box, the system verifies the state of the Allow Saving Payment Profiles check box on the Processing Centers (CA205000) form for the processing center. If this check box is cleared, the system displays an error message indicating that the saving of payment profiles is not allowed for the processing center.
Active	A check box that indicates (if selected) that the selected customer payment method is active (that is, available for recording payments).
Cash Account	The cash account to accrue customer payments made by this payment method, if it differs from the default cash account specified for the payment method selected. You can select an account from the list of cash accounts allowed for the payment method. If the box is empty, the system will use the default cash account of the selected payment method.
Card/Account Nbr.	The identifier for the customer's payment method. The system fills in the value in the box when you fill in the values on the Payment Method Details tab and click Save. For each payment method that requires multiple details, this identifier is automatically generated. For example, an identifier for a customer credit card includes the card type and a masked card number. Credit card numbers are shown in accordance with the display mask set on the Payment Methods (CA204000) form. For example, the mask might specify that only the last four digits may be shown.
Expiration Date	The expiration date of a customer payment method. This box appears on the form for a new payment method if the Integrated Card Processing feature has been enabled on the Enable/Disable Features (CS100000) form and the selected processing center supports unmasked expiration dates.
Card/Account Type	The type of card or account used for the payment. The system receives this information from the processing center during the processing of a card payment and stores it. If the received card type matches a value defined in the system, this box displays the value defined in the system. If a value is unknown, this box contains Other followed by the card type code received from the processing center.

The system displays the following additional boxes in the Selection area if you want to add or view a customer payment method that is used for processing of credit and debit card payments through the Authorize.Net payment gateway. For details, see Setup of Card Payment Processing (Authorize.Net).


Element	Description
Proc. Center ID	The identifier of the processing center that is associated with the selected payment method and will be used for the processing of credit and debit card payments. This box appears on the form for a new payment method if the Integrated Card Processing feature has been enabled on the Enable/Disable Features (CS100000) form and the processing of payments through a payment gateway is configured for the selected payment method—that is, if the Integrated Processing check box is selected on the Settings for Use in AR tab of the Payment Methods (CA204000) form. The box is unavailable if this setting has been specified for a payment method and the Integrated Card Processing feature was disabled.
Customer Profile ID	The identifier that is associated with the customer account in MYOB Acumatica and Authorize.Net. The main purpose of the identifier is to link multiple credit or debit cards with a single customer entity and synchronize the record details between the systems. This box appears on the form for a new payment method if the Integrated Card Processing feature has been enabled on the Enable/Disable Features (CS100000) form. The system fills in the box automatically when you add a new credit or debit card for a customer account that already has such identifier assigned. Otherwise, the system assigns it when a new customer payment method is created.

Payment Method Details Tab

The specific elements on this tab depend on the selected payment method, which is defined on the Payment Methods (CA204000) form.

Table 1. Table Toolbar
The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.

If you have selected a payment method for which integration with the Authorize.Net payment gateway is configured through a form hosted by Authorize.Net, buttons specific to the integration are displayed. The integration-specific buttons are listed below.
Button	Description
Create New	Opens the Add Payment Authorize.Net-hosted form, where you fill in customer credit card details that will be sent directly to the processing center though an encrypted channel. This button appears on the table toolbar if the Integrated Card Processing feature has been enabled on the Enable/Disable Features (CS100000) form.
Edit	Opens the Edit Payment Authorize.Net-hosted form, where you can change customer credit card details. These changes will be sent directly to the processing center though an encrypted channel. This button appears on the table toolbar if the Integrated Card Processing feature has been enabled on the Enable/Disable Features (CS100000) form.

Table 2. Table Columns
Column	Description
Description	A description of the column.
Value	The value. The value you enter must match the input validation mask set for the column.

Billing Tab

This tab appears only if customer remittance information is required for the payment information—that is, if the Has Billing Information check box is selected on the Payment Methods (CA204000) form.

Table 3. Contact Information Section
Element	Description
Same as Main	A check box that indicates (if selected) that the billing contact information is the same as the main information, and the columns below will be populated by the main address information, specified on the General Info tab of the Customers (AR303000) form.
First Name	The first name of the remittance contact person to whom the bill should be directed.
Last Name	The last name of the remittance contact person to whom the bill should be directed.
Phone 1	The remittance contact person's phone number.
Phone 2	An additional phone number for the contact person, in case there are billing questions.
Fax	The fax number of the contact person, in case there are billing questions.
Email	The contact person's email address.
Web	The customer's billing-related web page.

Table 4. Address Section
Element	Description
Same as Main	A check box that indicates (if selected) that the billing address is the same as the main address. If you select this check box, the columns below are populated with the main contact information. If the check box is cleared, you can enter different information.
Validated	Read-only. A check box that indicates (if selected) that the address has been validated with a third-party specialized software or service. This check box is available only when the Address Validation feature is enabled on the Enable/Disable Features (CS100000) form.
View on Map	A button you click to open the map specified on the Site Preferences (SM200505) form and provided by the Google Maps or Bing Maps web map service to view this address on a map, which is opened in a new tab. This button is displayed on the form if the Address Lookup Integration feature is disabled on the Enable/Disable Features (CS100000) form.
Address Lookup	A button you click to open the Address Lookup dialog box. For the description of the dialog box, see Address Lookup Dialog Box. This button is displayed on the form if the Address Lookup Integration feature is enabled on the Enable/Disable Features (CS100000) form and if the integration with web map services has been set up, as described in Integrating MYOB Acumatica with Web Map Services.
Address Line 1	The first line of the billing address.
Address Line 2	The second line of the billing address.
City	The customer's city.
Country	The customer's country.
State	The state or province of the customer.
Postal Code	The postal code.
View on Map	A button you can click to view the location on a map.