Credit Card & eCheck Payments

1. Click on Apply Payments

   In the main navigation menu, click on the "A/R" module, expand "Customer Payment" and select "Apply Payments"

   

2. Select session details

   

3. Pull Settled CC & eCheck Transactions

   Select the "CC & eCheck Payments" tab and click on "Pull Selected CC & eCheck Transactions"

   

4. Select payments to apply

   

💡 Tip!

If you are processing payments with the Aturian Gateway regularly, then try to apply payments on a daily basis to avoid mistakes on cash receipts and confusion on your bank reconciliation.

5. Click on Next Step

   Once all desired payments to process are selected, click on "Next Step"

   

6. Click on Process Payments

   

7. Success

   Once the payment has been successfully processed, you will have the option to abort the transaction or click "Next" to proceed.

   

8. Audit Only

   Audit the transaction to verify the amount posted, click "Next Step" and close the cash receipt journal.