Payflow Payments via the Cash Sales Screen

Processing PayFlow payments via the Cash Sales screen provides you with the ability to apply a payment method from the Cash Sales screen.

This allows you to add, modify, or remove a sales order without having to exit the Cash Sales screen.

Process in Acumatica

  1. Go to the Receivables workspace.

  2. Click Cash Sales.

  3. Click the (+) button.

  4. Select a Customer.

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

  6. Select the Cash Account.

  7. Go to the Document Details tab.

    1. Add at least one item.

    2. Add the Quantity.

    3. Add the Unit Price.

  8. Click Save.

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

    1. Email Invoice/Memo From

    2. Send Email

    3. Capture CC Payment

    4. Authorize CC Payment

  10. Click the Credit Card Processing Info tab to view the payment process details.