Payflow Payments via the Invoices Screen

Processing PayFlow payments via the Invoices screen provides you with the ability to apply a payment method on the Invoices screen.

The purpose of this function is to provide the ability to add, modify, or remove a sales order without having to exit the Invoices screen.

Process in Acumatica

  1. Go the Sales Order screen.

  2. Create a new Sales Order or open an existing Sales Order.

  3. Click the Actions menu.

    1. Select Prepare Invoice.

  4. The Invoices screen will appear.

  5. Click the Payment Information tab.

    1. Update the Payment Method if necessary.

    2. Select and choose a payment process based on stage of the sales order.

      1. Payment Process Options:

        1. Authorize CC Payment.

        2. Capture CC Payment.

        3. Void CC Auth./Payment.

        4. Refund CC Payment.

    3. The Processing Status field and Credit Card Processing Info grid will update based on the action performed.

  6. Click Save.