Credit Card Prepayment Setup
Before you can process credit card transactions you must identify the points in the process where the system authorizes orders with the credit card company, transaction types to be used, and the status at which you perform settlements. There are several topics you will need to be familiar with before processing credit cards.
Verify that you have performed the appropriate setup for your credit card processor. This information includes Merchant ID, Terminal ID, Authorization and/or Settlement account and other information that is necessary for successful electronic transmission.
Read Next
- Status Flow
- Payment Instruments
- Payment Sequence
- Credit Card Prepayment Hold Codes
- Constants
- Automatic Accounting Instructions
- Accepted Credit Card Types
- Credit Card Connection Settings
- Credit Card Clearing Accounts
- Credit Card Surcharge Rate Setup
- Authorize/Pay by Email Constants
- AutoPay UDCs
- Credit Card Reconciliation Setup
This Section Also Contains
- Credit Card Prepayment Information Flow
- Credit Card Prepayment Flow
- Entering Sales Orders
- Updating Credit Card Prepayment Information - PQ670041
- Clearing Multiple Accounts Receivable Invoices with Credit Card Payment - PQ670042
- Uploading Customer Credit Cards on File - PQ670043
- Work with Future Dated Receipts - PQ670313
- Auto Invoice Payment Rules - PQ670315
- Authorize by Message Status Application - PQ674236
- Pay Invoice by Message Status - PQ674237
- Work with Companies by Store - PQ679912
- Credit Cards on File - PQ67CCIF
- Apply AutoPay Rules - RQ670315
- Surcharge Errors - PQ67SUER
- Batch Authorization of Credit Card Transactions - RQ6704201
- Settling Credit Card Transactions - RQ6704202
- Recording Settled Credit Card Transactions into Financial System - RQ6704203
- Credit Card Prepayment Analysis Report - RQ6704204
- Authorized Credit Card Expiring Report - RQ6704205
- Clearing Sensitive Card Holder Information - RQ6704208
- Credit Card AR Settlement Report - RQ6704209
- Deposit Settlement Report - RQ6704210
- Renew Credit Card on File - RQ6704212
- Credit Card Reconciliation - RQ6704213 & RQ6704214
- Credit Card Surcharge Fee Batch Report - RQ6704215
- Authorize by Email Automated Process - RQ6704216
- Create Invoice Payment by Email Process - RQ6704217
- Pay Invoice by Email Process - RQ6704218
- Update JDE Payments to PayCloud - Email Payment Document - RQ6704219
- Change Invoice Email Status to Expired - RQ6704220
- Credit Card Future Payments Process - RQ670429F
- Import Credit Card on File Information from Cloud - RQ67CCIF