Finance | Project Operations, Human Resources, ...

Processing Credit Card Payment

(1) Share

Report

Posted on by KateG

682

I am trying to process a credit card payment in a payment in a payment journal and I cannot. When I click on the Functions, Credit Card...the screen comes up to select the CC but I cannot see anything in the drop down.

We are processing CC on sales orders and it seems to work. Any thoughts?

I have the same question (0)

All responses (7)

Answers (0)

Suggested answer

Magno Pereira 2,435 Moderator on at

Like (0)

Report

Hi Kate,
Did you select the payment method that you want to use?

Once selected, the number field will be available to select a card number or add a new one. In the case of the payment method is a payment card.

What payment service are you using?

Was this reply helpful? Yes No
KateG 682 on at

Like (0)

Report

I have it setup like this but still cannot see them. I feel like I am missing something in setup or something not turned on

I am clearly missing something

Was this reply helpful? Yes No
Suggested answer

Magno Pereira 2,435 Moderator on at

Like (0)

Report

Did you configure the electronic payment setup?

And what about the payment service? What one are you using?

Accounts receivable > Payments setup > Payment services

Setting up the credit card payment service

Credit card setup, authorization, and capture - Finance | Dynamics 365 | Microsoft Learn

Was this reply helpful? Yes No
KateG 682 on at

Like (0)

Report

I have followed these instructions and I am still not getting it. I do have a payment processor:

These are all the setups.

So when I am on a sales order, I cannot see CC to select and on Journal I see no payment methods.

Was this reply helpful? Yes No
Suggested answer

Magno Pereira 2,435 Moderator on at

Like (0)

Report

The credit card payment function is just available in the payment journal because you are using a call center from the Retail and commerce module, and you are a user assigned to a call center. Can you confirm if the call center has the payments configured as well?

Was this reply helpful? Yes No
KateG 682 on at

Like (0)

Report

Yes both as are done. I am at a loss. Could it be there:

Any thoughts?

Was this reply helpful? Yes No
BenjaminColeman 10 on at

Like (0)

Report

I sometimes encounter similar problems, but usually it happens when paying with a mobile phone

Was this reply helpful? Yes No