Credit Card Workflows

Provides an overview of setting up your system for credit card payments and processing these payments.

Describes adding and verifying credit cards, then designating a preferred credit card for the customer.

Describes deleting or updating credit card information, including the billing address.

Describes entering customer payments using credit cards and debit cards.

Provides steps to create entries in the General Journal to account for credit card processing fees.

Provides steps to clear an incomplete credit card transaction.

Presents steps for accounting for a credit card chargeback.

Provides steps for voiding receipts and processing partial refunds in the Receipts module.

Describes how to set up, calculate, and apply a fee to customers paying with credit card.

Describes the workflow for refunding a credit card convenience fee.