Configure credit card processing
This procedure walks through how to view the list of payment providers and how to configure a payment account for accounts receivable. This procedure uses the USRT company in demo data and is intended for Administrators and IT Professionals.
View a list of payment providers
- Go to Accounts receivable > Payments setup > Payment services.
- Click View available providers.
Configure payment account
- Click New.
- In the Payment service field, type a value.
- In the Payment connector field, select an option.
- Toggle the expansion of the Payment service account section.
- In the Environment: field, type 'PROD'.
- Click Credit card types.
- In the Payment journal field, click the drop-down button to open the lookup.
- In the list, click the link in the selected row.
- Click Add.
- In the Currency field, type a value.
- In the list, find and select the desired record.
- In the Payment journal field, click the drop-down button to open the lookup.
- In the list, click the link in the selected row.
- Click Add.
- In the Currency field, type a value.
- In the list, find and select the desired record.
- You can repeat these steps for as many card types as you need.
- In the Payment journal field, click the drop-down button to open the lookup.
- In the list, click the link in the selected row.
- Click Add.
- In the Currency field, type a value.
- Click Save.
- Close the page.
- Click Validate.
- Click the Default processor for new credit cards checkbox.
- Click Save.
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