Payments button (AR Transactions)

Entering Payments

After you have set up the payment service integration, you always use the Payments button on the toolbar to set up a new credit card for a customer, to enter an external payment, or to set up a credit card payment for a recurring entry. Regular cash, check, and other offline options still function as usual via the regular transaction screens.

When you are not using an EMV (credit card swiper), you will enter the credit card info on the form that displays (below). When you are using an EMV, you will be directed to the EMV device to swipe, tap, or insert (if chip) the card.

See the TPS Overview for more information, as well as some examples.

When you are setting up payments for the customer, use the Payments button on the toolbar to set up a new credit card for the customer. This will open the External Payments screen.

The service provider set as the Payment Provider in the SM business rules will be selected in the Service Namefield. Accept or edit the field. Use the Column Chooser to add the Service Namefield to the grid, if necessary.

To add a new credit card to the stored payment methods list, click New. A credit card entry form from the payment provider selected in the Service Namefield will open. Fill out the information as required and submit. If the information is valid, you will receive a notification in the payment provider form, and the payment information will appear as a stored payment. This stored payment will appear when you open the External Payments form from other applications such as SO Orders or AR Transactions.

You can customize the description of a card by editing the Description field, then move to another field. This will save your edit.

Sample entry

When you use the Payments button on the toolbar, the External Payments screen opens.

The stored external payment information will appear in the Stored Payments detail section of the screen. If there is no external payment method on file, click the New button to open a credit card information entry form. When you are using an EMV/pin pad and you check the Pin Pad Device box, you will be directed to the EMV/pin pad device to swipe, tap, or insert (if chip) the card. If you want to manually enter a new credit card, select the New button with the Use New Card box marked to open a credit card information entry form.

  1. In the Options section (header) of the screen, the charge type will appear in the read-only Charge Type field. For AR external payments, the charge type will be 'Sale'. In the case of the payment button on the Customer maintenance screen, this field will be blank.
  2. Accept or enter the Amount to be charged.
  3. Select the external payment service to use for the payment from the Service Name drop-down list. Use the Column Chooser to add the Service Namefield to the grid, if necessary.
  4. If you are using an external card reader, mark the Pin Pad Device check box. Make sure the service configuration is set to use a device. See the SM Payment Service Integration topic for more information.
  5. Mark the Use New Card check box to allow the credit card information to be entered rather than select a stored payment. When you mark the check box, the Stored Payments detail grid will collapse. Click OK on the top toolbar to open a credit card information entry form.
  6. If there are no external payments stored, click on the New button on the toolbar to open a credit card information entry form. Once you submit the credit card information on the entry form, the payment will appear in the Stored Payments detail section of the External Payments screen.
  7. If there are external payments stored, mark the Select radio button to select the payment to use.
  8. If the payment is designated to be used by default, the Default check box will be marked. To designate a payment as the default payment, select the payment, then use the Default button on the toolbar. If you want to remove the default designation from a payment, select the record, then use the Default button on the toolbar to toggle the check box.
  9. Click OK to process the payment and return to the AR External Payments screen, or Cancel to cancel the payment.

    ClickTo
    NewOpen the credit card information entry form to enter a new credit card.
    DeleteDelete the selected payment service.
    RefreshReset all fields to the most recent values entered.
    DefaultSet the selected payment as the default payment.
  10. Once the payment has been processed, a receipt for the payment will print. If you enter a customer PO number, that value will appear in the Customer Reference field. NOTE: If you have changed the default behavior from automatically printing the receipt to showing a print preview, the print preview of the receipt will not allow you to save or print the receipt. If you have archiving turned on in the SM business rules, a PDF of the receipt is saved as an archived document, which will allow you to retrieve the receipt if needed.

NOTE: If the payment does not go through, an error message will appear.