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Credit Card Processing on the Customer Portal

Please add the ability to allow the customer to pay an invoice via credit card when logging into the customer portal. Additionally, allow them to add/change/delete credit cards on file and mark a primary credit card for payment for both regular invoices and recurring transactions. 

  • Karen Espinoza
  • Jul 5 2017
  • Shortlisted
  • Attach files
  • Thomas Kollross commented
    7 May 06:45pm

    Paya’s payment solution is fully integrated into the Acumatica Customer Portal. All transactions made via the Customer Portal are immediately reflected in the customer record within Acumatica as well. This is available now for 2018 R2 through 2019 R2 and shortlisted for 2020 R1.

    Thomas.Kollross@Paya.com.

  • Tanya Kratzer commented
    29 Apr 06:58pm

    Shortlisted for version 2020 R2 or prior?

  • Jeremy Burt commented
    27 Mar 08:04pm

    Portal Payments Demo. This is available as a stock function of VelocIT Connect. It's part of our click2pay processing feature which is essentially email invoicing. You can see that video here

  • Jeremy Burt commented
    27 Mar 07:52pm

    VelocIT has this function. CC & ACH.

  • Joel Gress commented
    23 Mar 12:23pm

    Now would be the prefect time to release this feature. Any updates on timing? Thank you.

  • Gabriel Michaud commented
    29 Jan 08:04pm

    I started a simple integration with Stripe for my own needs. We include a link on our invoices and in e-mails for https://pay.velixo.com. Once a valid customer ID and invoice number is entered (hyperlinks in the automated invoice e-mails already have it) you are redirected to the Stripe checkout page. It is not portal integrated, but it would be quite easy to do the same thing. The next step will be to create the payment in Acumatica after confirmation, which I plan to do in the next few weeks. I'll be happy to share the code to other Acumatica community members if interested. 

  • Jeanne-Pierre van der Gryp commented
    30 Sep, 2019 06:06am

    It would even be further enhanced if when Credit Card authorisation is obtained from Bank with EFTPOS present, that a receipt is immediately credited to the customer account and a contra control account is debited. Then when bank statement credits are processed, the bank account is debited with receipts (direct from the bank statement), and then debited against the control account. This will save huge amounts of time in the accounting back office processes where credit card receipts are manually allocated against account sales paid for via Credit Card.

  • David Eichner commented
    26 Jun, 2019 08:31pm

    Doug, any way that this functionality can be delivered along with those credit card enhancements in 2019 R2?

  • Douglas Johnson commented
    26 Jun, 2019 08:02pm

    @Brian R. Prior to delivering this feature, we need to build some enhancement to standard credit card processing. Currently these enhancements are being delivered in 2019 R2. When complete, this item can be scheduled.

  • Brian Rowerdink commented
    21 Jun, 2019 05:18pm

    Any update on this? 

  • Admin
    Feedback Admins commented
    27 Jul, 2018 05:18pm

    Acumatica partners and customers: a special Focus Group meeting was held on August 8, 2018 to review credit card processing requirements.

  • Guest commented
    12 Apr, 2018 09:30pm

    Guys - where are we at with this.  This is an overwhelmingly popular topic that is widely requested.  

  • Kim Kahnk commented
    15 Mar, 2018 04:19am

    We just went live on the customer portal 2 weeks ago and one of the biggest complaints is that credit cards can not be entered or even chosen for the order they place.

  • Gary Jensen commented
    22 Nov, 2017 01:36pm

    Self service payment processing is the number one request we see when we show the portal.  

  • Gerrit Olivier commented
    20 Jul, 2017 03:33am

    Good Day, this would really add a lot of value to our customers if we can have such a feature as more and more people do want to pay on-line and outside of business hours for the products and services they require. People do not want to wait or do EFT's when they want to order on-line. Would be an excellent feature!

  • and 59 more