Configure credit card processing

Note

We will not be accepting edits to this topic, because it is generated from a business process in Lifecycle Services.

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

  1. Go to Accounts receivable > Payments setup > Payment services.
  2. Click View available providers.

Configure payment account

  1. Click New.
  2. In the Payment service field, type a value.
  3. In the Payment connector field, select an option.
  4. Toggle the expansion of the Payment service account section.
  5. In the Environment: field, type 'PROD'.
  6. Click Credit card types.
  7. In the Payment journal field, click the drop-down button to open the lookup.
  8. In the list, click the link in the selected row.
  9. Click Add.
  10. In the Currency field, type a value.
  11. In the list, find and select the desired record.
  12. In the Payment journal field, click the drop-down button to open the lookup.
  13. In the list, click the link in the selected row.
  14. Click Add.
  15. In the Currency field, type a value.
  16. In the list, find and select the desired record.
    • You can repeat these steps for as many card types as you need.
  17. In the Payment journal field, click the drop-down button to open the lookup.
  18. In the list, click the link in the selected row.
  19. Click Add.
  20. In the Currency field, type a value.
  21. Click Save.
  22. Close the page.
  23. Click Validate.
  24. Click the Default processor for new credit cards checkbox.
  25. Click Save.