Payflow Payments via the Invoices Screen

Processing Payflow payments via the Invoices 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 Invoices screen.

Process Payflow payments via the Invoices screen

Steps to be followed:

1. Navigate to the left sidebar of the Acumatica ERP and click Sales Order.

1. The application directs you to the Sales Order screen, where you can view the complete list of sales orders.
2. Create a new Sales Order or open an existing Sales Order.
3. Go to the Actions dropdown list.
   • Select Prepare Invoice.

   

4. The Invoices screen will appear.
5. Click the Payment Information tab.
   • Update the Payment Method if necessary.
   • Select and choose a payment process based on the sales order stage.

Payment Process Options:
Authorize CC Payment



Capture CC Payment



Void CC Authorized/Payment



• The Processing Status field and Credit Card Processing Info grid will update based on the action performed.
6. Click Save.

Note: After the void card payment action in the Payment tab, the Void Card action is disabled.