Discussion area for integrated credit card processing for Manager products

Paid on Account

Paid on Account

Postby scarruther1 » Fri Nov 10, 2017 6:38 am

Customer trying to pay their account with a credit card F5 but there is option to use card. We have to unpost each invoice and pay that way PITA. Am I missing something? Thanks
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scarruther1
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Re: Paid on Account

Postby ricmorin » Fri Nov 10, 2017 7:03 am

Are you saying that when you click on the 'type' field it does not populate a pull down menu? If not, you'll want to consult tech support.
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Re: Paid on Account

Postby Gerald Martin » Fri Nov 10, 2017 1:31 pm

Sadly, it seems that card processing option has been taken out of the F5 menu in the current version of software. Something about an incompatibility with one of the card processors (may have been X-Charge but I can't remember for sure) and not applying payments correctly.

This has caused me a lot of frustration, as I have quite a few clients that will pay multiple invoices with a single card transaction, and we always used the F5 payment dialog before.

We've had to resort to silliness like overpaying one invoice by the amount of the other one and then applying the resulting credit on account to avoid running two transactions when one will do.

Mitchell really should chime in here on this one. To me, it seems that what was key function of the software is broken.

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Re: Paid on Account

Postby Silky7 » Mon Nov 13, 2017 8:50 am

Gerald,

We're re-implementing credit card processing batch payments in the next major release (7.3). It's a lot of effort to handle the rules behind partial amount credit approvals, but we're working on handling these now.
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Re: Paid on Account

Postby scarruther1 » Thu Nov 16, 2017 8:33 am

Same. I had a customer paying 10 charged invoices with a credit card. We had to unpost each invoice and charge it that way. What a PITA! I wouls agree that a key function of SE is broken :cry:
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Re: Paid on Account

Postby timsince » Wed Nov 29, 2017 7:51 am

I just had a customer come in to pay for 3 separate invoices for different vehicles in for service this week. 2 of them were the exact same amount. The system didn't like it and flagged it as a duplicate transaction. She had another card, so we handled it that way, but with the batch payment option, that was never a problem. Thanks for working to get it back.
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