To enter an Accounts Receivable payment, go to the A/R section of Printer’s Plan, open the Payments Expected folder and click Any Date. This will list all customers that have an open invoice in A/R. From this list double click on a customer to open their Payment window.
In the Payment window enter a payment amount and select the invoice (or invoices) that are being paid. Verify the payment details are correct and click the Process Credit Card button:
This will open the CardConnect Authorize window.
The CardConnect Authorize window has the following fields:
Invoice Number: This field displays the Printer’s Plan job number. If multiple invoices are being paid this field will display the text Multiple Invoices.
Card Type: This field displays the CardConnect default payment type.
Payment Amount: This field displays the amount that will be charged to the credit card.
Email Receipt: This field displays Yes, or No based on the default settings established in the Settings/Third Party Integrations/CardConnect window.
From this window, there are three options to process a credit card:
Card On File: This option is available if the customer has a tokenized contact.
Swipe Card: This option is available to process ‘in person’ credit card transactions through an integrated credit card terminal.
Authorize Manually: This option is used to process credit card transactions through a virtual terminal.
Processing a payment using a Card On File (Tokenized Contact).
In the CardConnect Authorize window select the Card on File option. In the adjacent pull down menu select a tokenized contact. If the customer does not have a tokenized contact this payment option will not be available. After selecting the tokenized contact click the Process Payment button, this will send the payment information to CardConnect.
Processing a payment using the Swipe Card option.
In the CardConnect Authorize window select the Swipe Card option and click the Process Payment button.
A Swipe Card dialog window will appear:
Swipe, or dip the card into the credit card terminal. IMPORTANT do not close the Swipe Card window until the transaction is complete.
When the green indicator bar is full, and the transaction data text stops populating with new data, the transaction is complete. At this time click the OK button to finalize the transaction.
Processing a payment using the Authorize Manually option.
In the CardConnect Authorize window select the Authorize Manually option and click the Process Payment button.
The CardConnect Details window appears. Enter the credit card data and click the Charge button to process the transaction:
Successful Transactions - Email Receipt
For each of the processing methods outlined above, on a successful transaction Printer’s Plan will display an alert indicating the transaction is approved and processed by CardConnect:
If the Email Receipt field in the CardConnect Authorize window was set to Yes, an email message will appear:
If the payment was made using a tokenized contact then the To field of the email message is populated with the tokenized contact’s email address. Otherwise, the To field is populated with the email address of the customer’s default payer.
The default text for this email message can be customized. For Accounts Receivable payments, Printer’s plan uses the text file ARCardConnectReceipt.txt to populate the body of the email receipt. This template file is located in the Email folder on the server computer. For a listing of data fields that can be populated in the email message please review the Email Help - CardConnect.txt file. This help file resides in the email folder on the server computer.