Recurring invoices: payment with credit card

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Posted on by Maxim_msk

Hi All,

i've now reached to step where i wish join customer credit card payments and recurring invoicing.

About credit cards: i have setup customer with credit card, created sales order with card, posted invoice and have payment.

So i created free text invoice template with payment by credit card:

Free-text-invoice-templates-_2D002D00_-Operations-2017_2D00_07_2D00_04-18_2D00_32_2D00_36.png

Template attached to customer. I generated invoice and posted it

Post-recurring-invoices-_2D002D00_-Operations-2017_2D00_07_2D00_04-18_2D00_39_2D00_36.png

But now i check customer transactions and i don't see payment for recurring invoice:

Free-text-invoice-_2D002D00_-Operations-2017_2D00_07_2D00_04-18_2D00_41_2D00_57.png

So i have couple questions here:

Does recurring invoices allow to generate credit card payments? If YES, what i settings i missed? If NO then how i may write-off money using customer's credit card?

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Ludwig Reinhard Microsoft Employee on at

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Hi,

By posting the recurring free text invoice you just said that the customer is going to pay by credit card. Nothing else.

Can you share details about how your terms of payment denominated 'credit card' is setup?

In addition, please also share some details on how the 'CC' method of payment is setup.

Many thanks,

Ludwig

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Maxim_msk on at

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Hi Ludwig,

same things i set in sales order (but there i may choose credit card) and invoicing generates credit card payment.

If free text invoice doesn't allow this at all then how i may send credit card payment?

please, find out terms of payment and method of payment:

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Ludwig Reinhard Microsoft Employee on at

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Hi,

Thank you for sharing those details.

I was expecting that your terms of payment possibly have the cash payment parameter setup but they obviously don't.

You mentioned that the payment is automatically created after posting the sales order invoice.

Do you know whether a system modification has been made to realize this?

From the setups that you show about I cannot see how the payment would automatically be created with the sales order invoice.

Best regards,

Ludwig

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Maxim_msk on at

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Ludwig, actually credit card is not cash and as i understand AX sends payment through merchant service.

As you may see in Method of payment and Terms of payment field Payment type set to Credit card.

So in sales order in additions to this fields i have authorised customer's credit card:

invoice posted and payment created simultaneously:

two times i posted regular invoice on sales order, and last transactions - it's recurring invoice, which didn't generated payment.

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Ludwig Reinhard Microsoft Employee on at

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Hi,

The credit card number that is recorded for the sales order, is that one entered through the (retail) payment form available on the sales order header?

Have you entered the CC number also for your free text invoices once they were created from the recurring template? In the FTI header there should be a similar payment button available.

Best regards,

Ludwig

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Maxim_msk on at

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Card number i entered first in AR / Customers / All customers - tab Customer / Set up - Credit cards

later this card choosed in sales order.

I can't see card number in Free text invoice template, can't see in template attached to customer.

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Ludwig Reinhard Microsoft Employee on at

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Hi Maxim_msk,

Where and how did you enter the payment amount that was deducted from the customer's credit card when you processed your sales order?

Best regards,

Ludwig

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Maxim_msk on at

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Hi Ludwig, i didn't do any special for this, just posted invoice - this action charges customer's card.

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