Bulk Process Credit Card Payments

If a customer appears in the grid as red it means their card has expired and should be reviewed before proceeding.

1. Navigate to the Accounting Centre then click Maintain Payments.
   
   
2. In the top right corner, click Process Credit Cards.
   
   
3. If desired, you can filter by selecting a Customer Category or Payment Terms.
   
   
4. Choose whether you would like to Pay Invoice Balances or Pay Account Balance.
   1. If choosing to Pay Invoice Balances you will need to choose the date range you would like to Limit to invoices added between.
      
      
5. The grid at the bottom of the screen will reflect the payments to be processed. Update the Payment column to update the amount to charge. Updating the Payment field to 0 will keep a payment from being processed.
   
   
6. Click OK in the top right corner to charge the cards at the payment amount.
   
   
7. The Paid column will be checked and a response will provide you with a Response as an authorization code if the payment was successful or an error message if not. 

The payment will remain uanpplied on the customer's account until it is reviewed and applied to specific invoices. For more information, see the tutorial Apply an Unapplied Payment.