If you have entered credit card information on the account screen for your customers, you can process payments for all accounts at one time. You can choose to pay all open charges or open charges for a single charge type.
To globally post credit card payments (recurring billing):
- Select Charges and Payments on the Main Menu.
- Select Post Credit Card Payments.
- Select the charge type from the drop down list at the lower left of the
screen and specify the date range for the open charges. The list will
be updated to include the total open (unpaid) amount for the charges of
the selected type for each account.
- Select the Charge Date Range. This should include the dates of all charges that you want to process credit card payments for.
- Select whether you want Recurring Billing Only (these would be the customers who want to be charged on a regular basis).
- Change the payment description or leave it as the default value (default is "[Month] Payment.”
- Select the Recurring Billing Day.
- Click Process Cards.
As each account’s card is processed, the status column will be updated with the status of the transaction. All approved transactions are then entered as payments and applied to
the selected charge types from the oldest to the most recent.
To print a report of the credit card processing, click Print Reports.