Steps to add Payflow payments via the Cash Sales screen in Acumatica

1. Go to the left navigation menu of the Acumatica ERP and click Receivables.
2. On Receivables workspace, click Cash Sales.

 


Cash Sales on Receivables Workspace Screen

3. Click on the (+) button.

 


Cash Sales Screen

4. Select a customer.

 


Selecting a Customer on Cash Sales Screen

5. Select the payment method.
6. Select Payflow payment method.

 


Selecting Payflow as Payment Method

7. Select the cash account.

 


Selecting cash account

8. Go to the details tab.
• Add at least one item.
• Add the quantity.
• Add the unit price.

 


Details tab adding the Quantity and Unit Price

9. Click Save.
10. Click the Actions menu to perform one of the following actions:
1. Email Invoice/Memo form.
2. Send an e-mail.
3. CC Enter the payment.
11. CC Authorize Payment.
12. Click the Credit Card Processing Information tab to view the payment transaction details.

 


Cash Sales screen

13. Click on the actions menu to perform the following actions Authorize, Capture and Void.

 


Card Processing on Cash Sales screen

Authorize Action on Cash Sales Screen

Authorize Action on Cash Sales screen

Capture Payment by Cash Sales

Capture Payment on Cash Sales screen

Void On Cash Sales Screen

Void on Cash Sales screen