Payment Type Maintenance (On the Fly) Home | FAQs & Troubleshooting

 

Window Details			How Do I...
	Navigation			Set Up Credit Card and ACH Payment Processing
	Overview
	Fields

 

Related Topics
	Credit Card Processing FAQs

 

Navigation

Select Accounts Receivable Setup menu > Customer Maintenance. In Customer Maintenance, click the Additional tab and then click Credit Cards/ACH. The Customer Credit Card and ACH Payment Maintenance window appears. Enter a new payment type in the Payment Type field.

Overview

Use Payment Type Maintenance (On the Fly) to create payment types (such as credit cards) on the fly. You can specify which payment types allow corporate credit cards and which can included level 3 information for credit card transactions.

A default payment type of CHECK is created automatically and cannot be deleted. The CHECK payment type is assigned to new customers as a default.

Note You must set up credit card and ACH processing before creating credit card and ACH payment types. For more information, see Set Up Credit Card and ACH Payment Processing.

 

Fields

 

Payment Type	Discount Percentage
Description	Per Transaction Fee
Copy From	Pre-Authorization Term
Payment Method	Allow Corporate Cards
Internet Enabled	Include Level 3 Data
Default Transaction	Virtual Terminal ID
Asset Account	Merchant Key
Accrual Account	Valid Processor Connection
Merchant Account	Show Address and CVV Verification