Credit Cards and eChecks

Manual EFT transactions may be submitted to pay an invoice or a non-invoice related purpose, such as a deposit for a work order. Add an EFT for an Invoice To add an EFT for an invoice, you must access the customer record. From the main menu, arri...

EFT transactions are automatically or manually created.   Automated transactions occur when the Recurring Invoice Generation process is run.  If the customer has a credit card or eCheck flagged for auto-recurring, when the recurring invoice is post...

The CC/eCheck Transactions provides the ability to perform functions and view transaction information.  There are four tabs on the page, each of which is described in a separate article. EFT transactions may be automatically submitted for funding o...

To access the CC/eCheck Transactions, from the main menu, select Accounts Receivable > Payments > CC/eCheck Transactions. The CC/eCheck Transactions page will land on the Open tab. Open Tab The Open tab will display all transactions t...

Three items may be edited on an EFT transaction – Email address, Email Receipt toggle button, and the Transaction Date. If the transaction is on the Open tab, you may edit any of the three choices above. If the transaction is on the Denied/Rejecte...