How do I Charge a Credit Card against an Invoice?

Modified on Wed, Sep 13, 2017 at 9:44 AM

1.  From the Home Screen > Select EzInvoice



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2.  Select the Customer you want to take payment from.



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3. Select the invoice (or invoices) you want to take payment for.



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4.  Choose your Payment Options.  You can either take payment for one invoice or multiple invoices.

        - For One Invoice: Check 'Apply to Selected Invoice Above'

        - For Multiple Invoices: check 'Apply Payment to Multiple Checked Invoices Above.  Click in checkboxes provided once enabled.



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5. Choose your Payment Options.

    *Note - Only previous transactions that have been used before will appear under Saved Payment Methods and Previous Authorizations



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6. Click on Process Payment to continue.



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7. Choose your Authorize.Net Options (Email Transaction Receipt / Change email) as well as your QuickBooks Options

    (Accounts Receivable Account, To be Printed/Emailed, Customer Message)



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8. Click on Process Payment to Continue.



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9. Swipe the Credit Card or Manually Enter the Credit Card Information



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10. Once information has been filled in, Click on Process Charge



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11. This transaction will now process through the AuthNet gateway and either Approve or Decline.

    Click on 'Close' to Complete.



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