Process Payment - Sale
Contents
Single Invoice
1. Ensure that the desired invoice is currently saved and closed.
2. Go to Company > Charge Anywhere > Process Payment. Select payment type (Credit Card or ACH).
3. Select Single Invoice under Process Sale column and press OK.
4. Enter invoice number and press OK.
5. A sales screen will appear. Enter or verify the payment information. Click Send. (If new payment information was entered, you will be asked if you wish to save the information to the payment application database. This information will also be stored in the QuickBooks customer profile.)
6. A dialog box will appear displaying if the payment was approved or declined. Upon approval, a payment will be created and applied to the invoice.
Multiple Invoices
PLEASE NOTE: To save you time, the multiple invoices feature will automatically charge the card on file for the customer for the balance due on each invoice selected.
1. Ensure that all desired invoices are saved and closed.
2. Go to Company > Charge Anywhere > Process Payment. Select payment type (Credit Card or ACH).
3. Select Multiple Invoices under Process Sales column and press OK.
4. A search filter will appear so that you can search by account, customer, invoice date range, payment due date, and/or payment method. Once you have set all your search filters, click Retrieve Invoices.
5. You will see a list of invoices that match your search criteria. Select the invoices that you would like to process and click OK. (If we do not have payment information stored in the encrypted database for a customer, you will be prompted to enter the payment information for that customer. If you do not input the payment information, the invoices/sales receipts selected for that customer will be bypassed)
6. A dialog box will appear displaying if the payment was approved or declined. Upon approval, a payment will be created and applied to the invoice.
