Sales Order Entry_Payment Method

Sales Order Entry_Payment Method

Module: Sales Order Entry
Topic: Payment Method
Version(s): Version 5.1 and up 
Editions: Standard, Commerce, Call Center

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Always follow your script when collecting data.

• The payment method is required for a Sale.
  
• All fields are required to contain data.
  
  The data entry fields may change for different payment types.
  
  
  
  1. First, select a Payment Type from the dropdown list. The payment type will determine the fields that display.
     
  2. Then, fill in the data entry fields for payment.
     
  
  
  • Credit Cards
    
  • 
    
  • • Credit card number is validated and will return an error box if invalid. Dashes are automatically added in between groups of digits for easy reading.
      
    • Expiration date is also validated to be active and entered correctly.
      
    • The CVV field is for collecting the Card ID from the back of a credit card. To see where the CVV field is located on the credit card type you have selected, click the  information icon. This will pop open a window showing you where the CVV is located. 
      
      
      
      This field is not always required

  • Checks, Money Orders, Invoices and COD's:
    
    • Collect the payment number under the payment method. (These are all methods of payment that signify payment has been collected outside of the system.)
      
  • Telechecks:
    
    • Collect the Bank Name.
      
    • Routing number is validated and required.
      
    • Account number is required.
      
    • Check the Savings box if this is a savings account.
      
    • Check number from the check the customer is using.
      
    • City and State of the Bank, if applicable.
      

       

      
      

      
      
  • To see where the routing number, account number and check number are located on a check, click the  information icon. This will pop open a window showing you where this information is located.