Individual Credit Card Payments
To enter an individual credit card payment, click on new payment on the transactions tab and fill out the transaction information. By Method, choose a method that is a credit card payment. For information on payment method types, see Custom Lists Setup under Tools. If you have made a transaction for this person with this credit card, the credit card will be stored in CMS and you can access it from the dropdown menu to the right of the Method.
If the card has never been entered, click on the command button with the ... to enter the credit card information.
When you enter a payment that is associated with a credit card, it takes a few more seconds for the payment to be entered. You will see a status under the selected credit card number "Charging Card..." and after it goes through a small message pops up telling you the Authorization Number.
VERY IMPORTANT: If you are not seeing the status or you're not getting an authorization number, THE CREDIT CARD IS NOT BEING CHARGED! Please call tech support ASAP to ensure that your credit card module is setup properly.
Associating a Bill With a Credit Card Payment
You can associate a Credit Card with a bill that is due at a later date. In the Edit/New bill screen, select a credit card or enter a new one. You can associate a card with a bill that is split into a schedule of payments with different due dates. In this case, the credit card will come up (to be charged) when the individual split is due.
Associate a card with a recurring bill
You can use the "Bill Schedule" feature to automatically enter a split bill with various due dates (weekly or monthly) and associate that bill with a credit card. Click the down-arrow next to the New Bill button for this option.
Begin Date: Enter the date of the first payment.
Frequency: Enter the frequency--Monthly or Weekly.
No. of Payments: Enter the total amount of payments.
Amount: Enter the Amount of each payment.
Total Bill: The Total Bill will be automatically entered by CMS based on the number of payments and the amount of each payment.
Category: Choose a category for this bill.
Subcategory: Choose a subcategory for this bill.
Detail: Choose a detail for this bill.
Invoice: Check this box if you would like to have an invoice associated with this bill.
Credit Card Processing Options: Choose a card to charge automatically or enter a new one.