Ideas for Acumatica

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Add Credit Card while processing Invoice

We are using an Acumatica certified CC company, not sure if this applies to other integrations.  We can add a credit card to an existing account, up front during an order, but NOT during invoicing. 

We have many orders called in and when the customer picks up, they give us a card.  The card can change based on who is picking up.  Or they give us a completely new card. 

When shopping online or in a retail store, choosing a credit card is the last step.  Not sure why it has to be entered first in Acumatica.   

  • russ williams
  • Oct 4 2018
  • Attach files
  • russ williams commented
    October 16, 2018 14:23

    We also need the option to charge the card but NOT save it.  One Time Use.  We process walk-in customers on the same account (doesn't make sense to setup a new account).  Multiple cards are being stored and as of today, we can not delete the cards from the account.  We get an error message.

  • russ williams commented
    October 16, 2018 14:27
    • Just found this idea.  Mirrors my comments below.
    • ACU-I-327


  • russ williams commented
    December 03, 2018 20:31

    Good news -- APS (American Payment Systems) has a new POS (point of sale) terminal in BETA.  It allows us to process an order and start the capture process at the end of the order (we don't have to add the card to any account).