Receiving a Credit Card Payment on an Open Customer Invoice

This quick how-to video is for 10X ERP users who want to know how to receive a credit card payment for an open invoice. It walks through finding the invoice, selecting the payment method, and processing the credit card transaction, which is done via Stripe at this time.

  • Go to the Accounting Module and Find the relevant Invoice(s) in AR > Invoices
  • Select 'Receive Payment' and Choose 'Credit Card' as Payment Method
  • Confirm and Enter Credit Card Details in the Stripe Popup
  • If a Credit Card has previously been captured it will appear as a selection option
  • Capture the Payment
  • Review Payment Details and Admin Logs for Audit Trail purposes as necessary
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