Payflow Payments via the Cash Sales Screen
Processing Payflow payments via the Cash Sales 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 Cash Sales screen.
Payflow payments via the Cash Sales screen in Acumatica
You need to add the following steps:
- Go to the left navigation menu of the Acumatica ERP and click Receivables.
-
On the Receivables workspaces, click Cash Sales.
Cash Sales on Receivables Workspace Screen - Click on the (+) button.
- Select a customer.
- Select the payment method.
- Select the Payflow payment method.
- Select the cash account.
- Go to the details tab.
- Add at least one item.
- Add the quantity.
- Add the unit price.
- Click Save.
- Click the Actions menu to perform one of the following actions:
- Email Invoice/Memo form.
- Send an e-mail.
- CC Enter the payment.
- CC Authorize Payment.
- Click the Credit Card Processing Information tab to view the payment transaction details.
- Click on the actions menu to perform the following actions Authorize, Capture and Void.
![Cash Sales Screen](/wp-content/uploads/2024/02/Cash-Sales-Screen-1024x304.png)
![Selecting a Customer on the Cash Sales Screen](/wp-content/uploads/2024/02/Selecting-a-Customer-on-the-Cash-Sales-Screen-1024x520.png)
![Selecting Payflow as Payment Method](/wp-content/uploads/2024/02/Selecting-Payflow-as-Payment-Method-1024x465.png)
![Selecting Cash Account](/wp-content/uploads/2024/02/Selecting-Cash-Account-1024x379.png)
![Details tab adding the Quantity and Unit Price](/wp-content/uploads/2024/02/Details-tab-adding-the-Quantity-and-Unit-Price-1024x406.png)
![Cash Sales screen](/wp-content/uploads/2024/02/Cash-Sales-screen-1-1024x451.png)
![Card Processing on Cash Sales Screen](/wp-content/uploads/2024/02/Card-Processing-on-Cash-Sales-Screen-1024x429.png)
Authorize Action on Cash Sales Screen
![Authorize Action on Cash Sales screen](/wp-content/uploads/2024/02/Authorize-Action-on-Cash-Sales-screen-1024x405.png)
Capture Payment by Cash Sales
![Capture Payment on Cash Sales screen](/wp-content/uploads/2024/02/Capture-Payment-on-Cash-Sales-screen-1024x414.png)
Void On Cash Sales Screen
![Void on Cash Sales screen](/wp-content/uploads/2024/02/Void-on-Cash-Sales-screen-1024x416.png)