Ideas for Acumatica

Feedback processing: We do not reply to all messages, but we do read them, analyze them, and work to improve Acumatica based on the feedback we receive. Ideas and comments may not appear immediately. Some legitimate ideas are flagged as spam and will be added when we review the spam folders.
Content: This portal is for product ideas and feedback only. If you need customer service assistance, contact your Acumatica Support Partner, submit a support case, or get assistance from community resources: LinkedIn Group or StackOverflow
No Reliance: Information is maintained on a best-efforts basis and may be changed without notice. Acumatica cannot guarantee the accuracy of the information provided or guarantee completion of features/ideas described on this portal.

Allow on the fly credit card details when promising payments

Currently you must add the credit card details into the customer profile. Customers sometimes do and sometimes don't, want their credit card stored. Payment screen through A/R AR302000 and also through popup on a sales order New Payment.
We do allow entry on the sales order screen payment details, but that is separate from the New Payment tab so a level of consistency is missing.
  • Gregg Mercede
  • Nov 3 2014
  • Future consideration
  • Attach files
  • Guest commented
    17 Feb, 2017 04:25pm

    EVERY ERP system I have worked with allowed on-the-fly CC entry from the AR cash receipt screen.  It is time consuming, inefficient, and embarrassing to keep a client on the phone to first enter the CC on the customer THEN enter the cash receipt.