How To Take a Credit Card Payment through A/R - Cash Receipts

When taking a payment through Cash Receipts Entry you can choose Boat Sale Deposit in the payment grid, and apply it to a contract.  Other choices in that grid: Apply to Invoice, On Account, Work Order Deposit, Special Order Deposit, Boat Sales Deposit, Reservation Deposit, Storage Deposit, Key Deposit, and Wait List Deposit.

See below, where I chose a CC pay type and hit the Authorize button at the bottom right.  On my screen the charge shows as 'processing', and my CC reader says "please swipe card".  I could have checked 'Manual CC Entry' next to the Authorize button if I needed to type the CC number onto the CC reader also.

If the customer's card was saved to file in Customer File Maintenance, I could charge that card by using the Stored Payment Option - F7 below:

**If at any point you run into any issues, feel free to email [email protected] for assistance.**