Sales Order Entry_Payment Method
Module: Sales Order EntryTopic: Payment Method
Version(s): Version 5.1 and up
Editions: Standard, Commerce, Call Center
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.
- First, select a Payment Type from the dropdown list. The payment type will determine the fields that display.
- 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
- 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.
- 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.)
- 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.
- First, select a Payment Type from the dropdown list. The payment type will determine the fields that display.
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