Operations AR/AP - Issue a charge on a credit card

1. Navigate to "Customers" section

   You can issue charges to a customer using a bank account or a credit card as a payment method. To issue a charge on a credit card start by navigating to "Customers" section in the left menu.

   

2. Click "Companies"

   Click on "Companies". In order to access "Companies" you will need to be set up either as an "administrator" or a "superuser", or have the appropriate roles: "companyView and companyEdit", or "crmCompanyView and crmCompanyEdit". Just a reminder, "crmCompanyView and crmCompanyEdit" access only allows employees to view companies that are assigned to them.

   

3. Search for the Company

   In the search bar, search for the company by either the name or account number.

   

4. Click the more details icon

   Click the more details icon.

   

5. Click the "Issue a Charge" icon

   In the upper right hand corner, click on the 'Issue a Charge' icon.

   

6. Enter charge amount

   Enter the charge amount.

   

7. Select "Add New Credit Card"

   Select "Add New Credit Card" for the payment method.

   

8. Fill in all the fields

   Fill in all the fields with the credit card information.

   

9. Click "Issue"

   Click the "Issue" button when you're ready to issue the charge.

   

10. Success message will appear

    You will receive a "The charge has been issued" message if it was successfully issued.