The Payments screen within Debtor Enquiry now matches the layout as in Customer Maintenance>Payments.
A new Button has also been added to this Screen called Payment Gateway (this is only available if your site is configured to use a Payment Gateway).
Pressing the ‘Payment Gateway’ button will bring up the A/R Selection screen in which Users can select which invoices the Customer is paying for (Users also have the ability to select ‘all’. In order to proceed to make a payment the total must be a positive value. The total of selected Invoices will tally at the bottom of the screen in blue.
Once Users select the applicable Invoices they can then press ’OK’ which will then bring up the Payment Gateway Payment Screen where Users can choose a previously stored Credit Card or enter in new Card Details.
The process that happens within ACR as a result of the above is –
- The Payment Gateway is called to Process the payment
- A zero amount Cash Receipt is created with a positive total to the Debtor and a negative total to the configured Payment Gateway Clearing Account.
- Pre-Allocation records are created for Debtor Payment Allocation’ to auto allocate.
Note: The System will use the Payment Gateway Configurations based on the last Invoice for the Customer. For example if the Customers last Invoice was from the Invoicing System, the Payment Gateway Invoice Configuration will be used.