Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Credit cards can be either used once or "Remembered"

Customer credit cards are held on the person.

  • The person can be a debtor - that can use the card
  • The person can be a contact on a Debtor

Heading

 

...

to be used again

Note

Cards numbers are NOT stored in the system

Where to see the cards on the Debtor

Image Added

Card details are stored on the person

Image Added

Deposits and Prepaid items

The amount is taken immediately from the card

COD Debtors - reservation on order, payment on invoice

Flag on Host Company

Image Added

Reservations are taken before the order can be Authorised

Image Added

When the order is picked and invoiced - the Credit Card is immediately charged (consuming the reservation)

Note

This removes the "Back Order" problem that occurs if you have to short ship an order. The payment is always for the invoiced amount which is the shipped amount.

Payment anytime

A payment can be taken anytime either through the website or through the back end system once the credit card is available to the debtor.

Payment at terms

Preferred payment method = Credit Card.  

The Credit card with seq = 1 will be transacted on the day the invoice is due.

Image Added

Related articles

Filter by label (Content by label)
showLabelsfalse
max5
spacesGH
showSpacefalse
sortmodified
reversetrue
typepage
cqllabel = "finance" and type = "page" and space = "GH"
labelsfinance

...