When a credit card payment is applied to an invoice or added from the contact profile, it appears in Credit Receivables. From Credit Receivables, payments can be submitted directly through Boulevard using ProPay or Stripe. If a different credit card processor is used, or if payments are processed outside of Boulevard, the transaction fees for each payment can still be recorded as an expense entry in Credit Receivables.
From the sidebar navigation, click
Business Tools, then Credit Receivables.
-
(1)
: Without processing, records the selected credit card payment as received and allows for the fees associated with the transaction to be added as an entry in expenses. -
(2)
: Submits the selected credit card payments for processing. If approved, the transaction will be removed, and an expense entry will be added for the associated fees. If declined, the decline message will appear in the Processor Response field. -
(3)
: After selecting the checkbox for one of the records listed, from the drop-down menu, click to choose to either View Profile associated with the contact, or Manage Payment Method (for declined transactions or to make changes to the card information stored). -
(4)
: After selecting the checkbox for one or more transctions select to remove the record from Credit Receivables without recording the fee in Expenses. - (5) Date: Displays the date of the invoice
- (6) Invoice: If the payment is associated with an invoice, the invoice number will be displayed
- (7) Total: The amount to be processed
- (8) Name: The name of the contact under whom the invoice was created
- (9) Memo: Information that was added to the Memo field on the invoice
- (10) Processor Response: If the credit card was submitted through Boulevard and declined, a message returned from the credit card company will display with the reason.
- (11) Card Number: Will display partial card information stored.