To Add a Payment Method for Payment Processing

You use the Payment Methods (CA204000) form to create a payment method. This procedure describes how you create a payment method that is used as a template for configuring customer payment methods—credit or debit cards.

This topic describes how to configure payment methods, such as Visa, Mastercard, or American Express.

Before You Proceed

You should review the cash accounts you have defined in the system, and decide which one you are going to use to record customer payments made with the payment method you are adding. For details, see Setup of Card Payment Processing (Authorize.Net).

Make sure that you have configured the processing center and established and tested the connection to the Authorize.Net payment gateway.

To Add a Payment Method for Actual Payment Processing

1. Open the Payment Methods (CA204000) form.
2. On the form toolbar, click Add New Record.
3. In the Payment Method ID box, type the identifier to be used for the payment method (such as VISA, MASTERCARD, or AMEX).
4. Select the Active check box to make the payment method available for use in the system.
5. In the Means of Payment box, select Credit Card to use the template that is specifically designed for the configuration of credit and debit cards.

   When you select this template, the system adds the built-in elements that are usually established by financial institutions and required by the processing center to the Payment Method Details table on the Settings for Use in AR tab. Also, this selection causes the Integrated Processing, Require Card/Account Number, and the Has Billing Information check boxes to be selected automatically.

6. Select the Use in AR check box to make the payment method available for the creation of customer methods.
7. Make sure that the Use in AP and Require Remittance Information for Cash Account check boxes are cleared.
8. In the Description box, type a description of the payment method.
9. On the Allowed Cash Accounts tab, do the following for each cash account you are planning to record customer payments to as follows:
   1. Click Add Row on the table toolbar, and select the cash account.
   2. If the selected cash account in this row should be used by default for recording card transactions, select the AR Default check box.
   3. Optional: Select the AR-Suggest Next Number check box to enable auto-numeration of the payments created with this payment method and cash account. If you have selected the check box in the AR Last Reference Number column, specify the last number of the payment made, which will be incremented by 1 each time you create a new payment. The system automatically assigns the next number in the Payment Ref. box on the Payments and Applications (AR302000) form.
10. On the Settings for Use in AR tab, do the following:
    1. Make sure that the Integrated Processing check box is selected.

       The Processing Centers tab appears on the form so you can associate the payment method with the processing center that you have configured (which you will do in the next step).

    2. Make sure that the Require Card/Account Number check box is selected.
       Note:

       The system verifies the state of the Integrated Processing and Require Card/Account Number check boxes and, if they differ (for example, one is selected and the other one is cleared), displays an error message when you do either of the following:

       • You save the payment method.
       • You change the value of either of the following UI elements: the Integrated Processing check box, the Require Card/Account Number check box, the Means of Payment box in the Summary area, and the Use in AR check box in the Summary area.
    3. If you use the address verification service of Authorize.Net, select the Has Billing Information check box.
    4. Make sure that the Void On Clearing Account and the Default Void Date to Document Date check boxes are cleared (because these are used for processing deposits).
11. On the Processing Centers tab, which you use to associate the payment method with multiple processing centers, do the following for each processing center:
    1. On the table toolbar, click Add Row.
    2. In the Proc. Center ID box, select the processing center that you have configured for integration with Authorize.Net.
    3. Select the Active check box to make the association available.
    4. Optional: Select the Default check box if this processing center should be used by default with the payment method.
12. On the form toolbar, click Save.