Payflow Payments via the Cash Sales Screen

Processing Payflow payments via the Cash Sales screen allows you to assign a payment method to a sales order(s). The purpose of this feature is to provide the ability to add, modify, or remove a sales order without having to exit the Cash Sales screen.

Payflow payments via the Cash Sales screen in Acumatica

You need to add the following steps:

1. Go to the left navigation menu of the Acumatica ERP and click Receivables.
2. On the Receivables workspaces, click Cash Sales.

   

3. Click on the (+) button.



4. Select a customer.



5. Select the payment method.
6. Select the Payflow payment method.



7. Select the cash account.



8. Go to the details tab.
• Add at least one item.
• Add the quantity.
• Add the unit price.



9. Click Save.
10. Click the Actions menu to perform one of the following actions:
• Email Invoice/Memo form.
• Send an e-mail.
• CC Enter the payment.
11. CC Authorize Payment.
12. Click the Credit Card Processing Information tab to view the payment transaction details.



13. Click on the actions menu to perform the following actions Authorize, Capture and Void.

Authorize Action on Cash Sales Screen

Capture Payment by Cash Sales

Void On Cash Sales Screen