Payments via the Payments & Applications Screen
Processing Payflow payments give you the ability to apply a payment method from the Payments & Application screen.
This allows you to add, change, or remove a sales order without leaving the Payments & Application screen.
Payflow payments via the payments and applications screen
Steps to be followed:
-
Go to the Receivables workspace.
Receivables Workspace - Click on Payments & Application.
- Click on the (+) button.
- Select a customer.
- Select the Payflow payment method.
- Select a cash account.
- Go to the Documents to Apply details tab.
- Add at least one item.
- Enter the payment amount.
- Click Save.
- Click the Actions menu and perform one of the following actions.
- Click the Credit Card Processing Information tab to view the payment details.
![Payments and Application Screen](/wp-content/uploads/2024/02/Payments-and-Application-Screen-1024x436.png)
![Selecting Customer from the Payment and Application screen](/wp-content/uploads/2024/02/Selecting-Customer-from-the-Payment-and-Application-screen-1024x464.png)
![Payflow Payment Method from Payment and Application screen](/wp-content/uploads/2024/02/Payflow-Payment-Method-from-Payment-and-Application-screen-1024x511.png)
![Cash Account from Payments and Application screen](/wp-content/uploads/2024/02/Cash-Account-from-Payments-and-Application-screen-1024x351.png)
![Payments and Applications](/wp-content/uploads/2024/02/Payments-and-Applications-1024x409.png)
![Actions menu](/wp-content/uploads/2024/02/Actions-menu-1024x447.png)
Authorize on Payments and Applications Screen
![Authorize on Payments and Applications Screen](/wp-content/uploads/2024/02/Authorize-on-Payments-and-Applications-Screen-1024x416.png)
Capture on Payments and Applications Screen
![Capture on Payments and Applications Screen](/wp-content/uploads/2024/02/Capture-on-Payments-and-Applications-Screen-1024x412.png)
Void Action on Payments and Applications Screen
![Void Action on Payments and Applications screen](/wp-content/uploads/2024/02/Void-Action-on-Payments-and-Applications-screen-1024x412.png)