Paying an Invoice using Payments on Account and a Credit Card

This process assumes Mercury Payments is configured and active in System Five

1. Payments on Account → New Payment
2. Enter the customer name
3. Select the invoice(s) to pay and the amount beside each invoice (this will calculate your amount)
4. Go to the tender tab. Do not change the amount. If the amount is wrong, go back to step 3.
5. Authorize the credit card
6. Exit from the payment, so the invoice balance is updated. If you can not get out, something does not balance, contact Support.

Notes:
Do not authorize the credit card without selecting the invoices and amount to pay first. If you authorize the card first, the system looses the payment because it does not have an invoice to apply against.

AP Dup means Duplicate. Someone has already put this credit card for the same amount through today. Please investigate before forcing the payment through.

The amount in the credit card authorization screen is the Canadian amount, please check this before authorizing. For USD payments the tender tab should show something like:

Tendered Currency Posted Currency
$100.00 CAD $95.00 USD

If you are having difficulties, please contact Technical Support, otherwise we get customers with duplicate transactions, wrong amounts ect.

Author: cralph
Editor: arose
Last Edited: 30-Aug-2007