Hot New Features-Streamlined credit card processing
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Previous Updates : Streamlined credit card processing
Streamlined credit card processing
Released 9/14/2012
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Accept credit card payment right inside ChamberMaster on behalf of your member when receiving payment on an invoices and creating sales receipts |
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Find this new selection when choosing New Payment or New Sales Receipt from the Members Account tab or the Billing Center. After selecting a Payment Method of Credit Card, this new selection will appear, allowing credit card processing right there. |
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This selection is NOT available on the Billing->Payments tab or the Billing->Sales Receipt tab. |
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Only available to those for those using Authorize.Net, Beanstream, or Paypal Website Payments Pro. Heartland Payment System users will be provided a similar option at an upcoming release. |
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The Capture Payment button will only appear when selecting the Payment Method titled Credit Card. If this payment method is deleted, it can be created again under Setup->Payment Methods. |
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The amount charged on the card happens automatically from what is entered in ChamberMaster. There is not a place on the credit card window . |
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For New Payments: the Payment Amount field is what is charged |
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For New Sales Receipts: the total of the line items on the receipt is what is charged |
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The Reference # and Notes/Memo will automatically be filled in after processing the credit card. |
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These payments will appear on the Credit Card Listing report with a CM Reference ID that indicates the Customer ID and a date/time stamp. e.g. bp.1009.0.1209051416, indicates Customer ID 1009, date/time of 2012-09-05 14:15. “bp” indicates that this was a backoffice payment as opposed to an event “e” or online payment “s” by the member. |
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Only available for those with ChamberMaster Billing. |
