Credit Card/ACH Payment

Learn about payment using Credit/Debit Card in CIS.

To process a Customer’s payment via credit card on a real-time basis, follow the steps below:

1. Go to Administration Menu > Deposit/Payment > Post CreditCard / ACH Payment.
2. Enter the Customer account number in the Account No. field on the REAL-TIME CREDIT CARD / ACH PAYMENT POSTING page and click on Add button.
   Note: Alternatively, you can access the REAL-TIME CREDIT CARD / ACH PAYMENT POSTING page by searching for the Customer and then navigate to Activity > Post Creditcard / ACH Payment.
3. Click Make a Payment and select Payment Type.
4. A form requesting payment details and invoice list is displayed. Enter the following details on the form.

   

   Fields	Description
   Payment Date	This is pre-populated as per current date.
   Payment Type	Select the payment type.
   Batch No.	Enter batch number.
   Name	Enter first and last name in their respective fields.
   Address	Enter address details.
   Email and Phone number	Enter email and phone number.
   Card Details	Enter card details of the Customer for whom the payment is being processed.
   Amount	This displays total pending amount.
   Applied	This is the payment being applied.
   Balance	Balance after payment is applied.
   Allow unapplied Balance	Check this if payment is not applied to individual invoices. Note: If the payment needs to be applied to individual invoices then the fields corresponding to the invoices needs to be filled in the Invoice list. Note: If this field is left unchecked then the total of amount corresponding to each invoice must be equal to the applied payment.
   Schedule Future Payments	Check this field if the payment is to be applied on a future date. Enter the future date in the date field.
   Post and Clear buttons	Click Post to post payment and Clear to clear the form.

Payment using Credit / Debit card need to be secure to avoid misuse of Customer payment information.