Overview
If you allow a grace period between creating invoices and charging credit cards you may run the charges in bulk when the grace period has elapsed.
Article Sections
- To Have In Place
- Bulk Charging for Account Totals
- Bulk Running Payments for Unpaid Invoices
- Run Invoice Outstanding & Charge At The Same Time
To Have In Place
Credit card processing in Oases.
If you have more than one credit card payment profile set up in your database the payment will be processed by the profile you have selected in the Parent/Customer record. If you have not selected a profile in the Parent/Customer record the default profile will be used.
Bulk Charging for Account Totals
Please make sure Oases is open in one browser tab only when running credit cards.
1. Bulk running payments for account totals may be done from:
- Financial > Invoicing Private > Customers Tab.
2. Check off the customers with a balance due and a credit card.
3. In the Actions menu select, Bulk Run Payments for Total.
4. If there is an unallocated payment on the account, such as a deposit, that covers the value of any unpaid invoices do not use this function. Instead run bulk payments from the invoices tab.
IP06. Running a Credit Card Charge
Bulk Running Payments for Unpaid Invoices
Use this function if you are holding deposits on account.
5. Bulk running payments for unpaid invoices may be done from:
- Financial > Invoicing Private > Invoices tab > Select Unpaid.
6. Check off invoices for payment.
7. In the Actions menu select Bulk Run Payments for Invoices.
Run Invoice Outstanding & Charge At The Same Time
IP03. Pull Sessions to Invoice (Invoice Outstanding) & Run Payments
Link To
SU25. Credit Card Processing in Oases
IP06. Running a Credit Card Charge
IP03. Create An Invoice From Advanced Scheduling
IP30 Multiple Authorize.Net accounts and assigning to Customers