Payflow Payments via the Payments & Applications Screen

Processing PayFlow payments via the Payments & Application screen provides you with the ability to apply a payment method from the Payments & Application screen.

This allows you to add, modify, or remove a sales order without having to exit the Payments & Application screen.

Process in Acumatica

  1. Go to the Payables workspace.

  2. Click Payments & Applications.

  3. Click the (+) button.

  4. Select a Customer.

  5. Select a Payment Method.
    a. Choose a Tokenized payment method
    b. Choose a Non-Tokenized payment method.

  6. Select a Cash Account.

  7. Go to the Document Details tab.

    1. Add at least one item.

    2. Add the Quantity.

    3. Add the Unit Price.

    4. Enter the Payment Amount.

  8. Click Save.

  9. Click the Actions menu and perform one of the following actions:

    1. Capture CC Payment.

    2. Authorize CC Payment.

    3. Record CC Payment.

    4. Extern. Authorized CC Payment.

    5. The Processing Status field will auto-update.

  10. Click the Credit Card Processing Info tab to view the payment detail results.