Setup Online Payment

Electronic Payments Menu > Setup Online Payments

 

Setup Online Payment allows you to establish an Online Payment link for a customer with a provided email address. You can also capture a payment method for future use and assign email addresses to receive notifications when the payment method has been captured or payment has been made.

 

USE WHEN:

    Customer is on the phone and wishes to pay an invoice through a secure payment site. 

    Customer wishes to establish a payment method for recurring payments through a secure payment site.

 

AVAILABLE THROUGH:

Electronic Payments Menu > Setup Online Payment

AR Credit & Collections (right-click on an AR Detail record)

 

Clicking Setup Online Payment prompts the Setup Credit Card/Bank Online Payment screen. Please go to Setup Credit Card/Bank Online Payment forinformation on using that screen.

 

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