To Enter a Payment from a New Credit Card

You can enter information about a new credit card when you are processing a payment on the Payments and Applications (AR302000) form.

Before You Proceed

Make sure that the processing center has been configured with the Accept Payments From New Card check box selected in the Summary area of the Processing Centers (CA205000) form.

To Enter a Payment from a New Credit Card

  1. Open the Payments and Applications (AR302000) form.
  2. On the form toolbar, click Add New Record.
  3. In the Type box of the Summary area, select Payment or Prepayment.
  4. In the Customer box, select a customer. The system uses the customer as a source to automatically fill in form elements with default values for the location, payment method, cash account, and other customer-related settings.
  5. In the Location box, check the customer location and change it if needed.
  6. In the Payment Method box, select a payment method that is used for card payments.
    Note: Payment methods are specified on the Payment Methods (CA204000) form.
  7. In the Proc. Center ID box, select a processing center that has been configured for accepting payments from new cards.
  8. Make sure that the New Card check box is selected.
  9. In the Cash Account box, select a cash account.
  10. Optional: Add a brief description of the payment.
  11. In the Payment Amount box, enter the total amount paid according to the customer document.
  12. On the form toolbar, click Save to save the payment.
  13. On the More menu (under Card Processing), click Capture or Authorize to initialize the processing of a credit card payment.
  14. In the processing center form displayed by the system, enter the information about the new credit card, and click Pay.

    The system saves the transaction data, along with the customer profile ID and the customer payment profile ID.

  15. Optional: On the Card Processing tab, review the credit card payment information.