With Acumatica, your company can collect information about customer credit cards and update the information as needed. Of course, you must be contracted with a credit card merchant to utilize this service. Customer’s information is immediately encrypted to avoid misuse of credit card information and remain PCI compliant. Use the following steps to add credit card information to a customer account:
Once all the details are entered correctly, save and close the payment method. If the customer chooses to use the credit card as the default payment, check the box next to the corresponding credit card payment.
Once an invoice is created for a customer and payment is ready to be processed, follow the instructions below to capture the payment.
Voila, your payment is processed without any extra hardware, journal entries, and with ease. For other tips and tricks just like this, visit our videos page to see our other Acumatica tutorials.
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