Payflow Payments via the Invoices Screen
Processing Payflow payments via the Invoices screen allows you to assign a payment method to a sales order(s). The purpose of this feature is to provide the ability to add, modify, or remove a sales order without having to exit the Invoices screen.
Process Payflow payments via the Invoices screen
Steps to be followed:
- Navigate to the left sidebar of the Acumatica ERP and click Sales Order.
![sales orders from sales orders wspace](/wp-content/uploads/2024/02/sales-orders-from-sales-orders-wspace.png)
- The application directs you to the Sales Order screen, where you can view the complete list of sales orders.
- Create a new Sales Order or open an existing Sales Order.
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Go to the Actions dropdown list.
- Select Prepare Invoice.
Payment Settings Tab - The Invoices screen will appear.
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Click the Payment Information tab.
- Update the Payment Method if necessary.
- Select and choose a payment process based on the sales order stage.
- The Processing Status field and Credit Card Processing Info grid will update based on the action performed.
- Click Save.
Payment Process Options:
Authorize CC Payment
![Authorize Payment action in Invoice Screen](/wp-content/uploads/2024/02/Authorize-Payment-action-in-Invoice-Screen-1024x420.png)
Capture CC Payment
![Capture CC Payment Action in Invoice Screen](/wp-content/uploads/2024/02/Capture-CC-Payment-Action-in-Invoice-Screen-1024x415.png)
Void CC Authorized/Payment
![Void CC Payment at Invoices Screen](/wp-content/uploads/2024/02/Void-CC-Payment-at-Invoices-Screen-1024x416.png)
Note: After the void card payment action in the Payment tab, the Void Card action is disabled.