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Steps to add Payflow payments via the payments and applications screen

  1. Go to the Receivables workspace.

    2.  
    Receivables Workspaces

    Receivables Workspace

  2. Click on Payments & Application.
  3. Click on the (+) button.

    4.  
    Payments and Application screen

    Payments and Application screen

  4. Select a customer.

    5.  
    Selecting Customer from Payment and Application screen

    Selecting Customer from Payment and Application screen

  5. Select Payflow payment method.

    6.  
    Payflow Payment Method from Payment and Application

    Payflow Payment Method from Payment and Application screen

  6. Select a cash account.

    7.  
    Cash Account from Payments and Application

    Cash Account from Payments and Application screen

    • Go to the Documents to Apply details tab.

      •  
      Payments and Applications

      Payments and Applications

    • Add at least one item.
    • Enter the payment amount.
  7. Click Save.
  8. Click the Actions menu and perform one of the following actions.

    9.  
    Actions menu

    Actions menu

    Authorize on Payments and Applications Screen

    Authorize on Payments and Applications

    Authorize on Payments and Applications Screen

    Capture on Payments and Applications Screen

    Capture on Payments and Applications

    Capture on Payments and Applications Screen

    Void Action on Payments and Applications Screen

    Void Action on Payments and Applications

    Void Action on Payments and Applications Screen

  9. Click the Credit Card Processing Information tab to view the payment details.