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Payment Proc Accounts
Module: Payment Data Path: Campaigns > Payment Data > Payment Proc Accounts Topic: Adding & Editing Pay Proc Accounts Version(s): Version 5.1 and up Editions: All Editions Should you have a need to migrate to a new Payment Processor please see ...
Admin - Accounts - Customer Lookup
Module: Customer Portal Path: Admin > Accounts > Customer Lookup Topic: Customer Lookup OLX Version(s): 5.1 OLX Editions: Commerce, Call Center The settings configured here set the parameters for your customers when they access the Login screen and ...
Pre-Payment Processing
Module: Pre-Payment Processing Path: Processing>Payment Processing>Perform Pre-Payment Processing Topic: Pre-Payment Processing Version(s): 5.1 and up Editions: All What Is Pre-Payment Processing Pre-Payment Processing is the first process that ...
Payment Methods
Module: Payment Data Topic: Payment Methods Version(s): Version 5.1 and up Editions: All Editions Navigate to the Payment Methods module from the Company Data menu. (Company Data > Payment Data> Payment Methods) To return to the previous page, click ...
Payment Schedule
Module : Order Detail Screen Topic : Schedule Payments Version(s) : Version 5.1 and up Editions : Commerce, Call Center You can use the Payment Schedule Screen to skip a payment, release an amount for immediate payment, and schedule payments . The ...