Utilize the Credit Card/Bank Payment screen to process and reprocess electronic payments by pulling funds from a credit card or bank account. Access to this screen is given to users with Full security access to the Cash Receipts module (see Electronic Payments Setup and Administration). With appropriate privileges, this screen is available through the following:
•Accounting Tools Menu > Credit Card/Bank Payment
•AR Credit & Collections > AR Detail > Credit Card/Bank Payment (right-click option)
•Long Distance Dispatch > Current Driver Activity > Credit Card/Bank Payment (right-click option)
•Long Distance Dispatch > Orders > Credit Card/Bank Payment (right-click option)
When opening the Credit Card/Bank Payment screen, the information that displays within the screen defaults to the order you have open or selected. For example, if you are working in Claims and have a claim record open, the Credit Card/Bank Payment screen includes data from the order associated to the selected record.