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




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.
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