Processing Credit Cards in 10X ERP

Processing Credit Card Payments for Sales Orders and Accounts Receivable

This guide covers how to process credit card payments for sales orders and accounts receivable in the system. Credit card payments can be pre-authorized or captured directly, with Stripe handling card security for PCI compliance.

Processing a Credit Card Payment for a Sales Order

1. Create Sales Order – Select the customer and update payment terms to Credit Card.
2. Add Items – Enter a purchase order number and add items from history or manually.
3. Pre-Authorize Payment – When publishing the order, choose an existing saved card or add a new card.
4. Confirm Pre-Authorization – The system will display a pre-authorization banner, indicating funds are available for shipment.
5. Create Shipment – Process the shipment and generate a shipping label (e.g., via UPS Ship Tool).
6. Capture Payment – Once the shipment is processed, the pre-authorization will be converted into a full payment.
7. Verify Payment Completion – The sales order will show the payment, shipment, and invoice as closed. You can check Stripe for payment details.

Processing a Credit Card Payment for Accounts Receivable

1. Navigate to Invoices – Locate the unpaid invoices under Accounting > Accounts Receivable.
2. Select Invoices – Choose the invoices the customer wants to pay.
3. Receive Payment – Select Credit Card as the payment method.
4. Use Existing or New Card – Choose a saved card or enter a new card.
5. Process Payment – Confirm and complete the transaction; the system will mark the invoices as paid.

This process ensures seamless and secure credit card transactions for both sales orders and accounts receivable payments.