To hold a credit card payment on an order

Note:  You can subscribe to the MYOB Merchant Account Service to process credit card payments directly from AccountEdge

Important:  If you swipe, you should authorize immediately (MYOB Merchant Account Service)

1. Enter the new Sales - Order as you usually do, with these exceptions:



1. Don't enter an amount in the Paid Today field.
2. Do enter a payment method in the Payment Method field.
3. Do click the Details button and enter payment details in the Applied Payment Details window. In the Notes field, enter the amount of the payment and other information about the payment, if you wish.

-- and most importantly --

1. Mark the box: Update Customer Card with Payment Details, if it isn't already marked.

In order to hold the credit card information until you're ready to record the payment you must mark the box. If you don't, the credit card details won't be available to you when you need it to record the payment. When you mark this box, the information you enter here will be recorded in the Payment Details view of the Card Information window for the customer.

2. Record the order.



3. When you're ready to ship the items or when you've completed the services on the sale, convert the order to an invoice. [To convert an order to an invoice (Sales window)]



4. Record the invoice.



5. Record the payment [To receive a payment (Receive Payments window)]

Because you marked Update Customer Card with Payment Details when you entered the sales order, the customer's credit card information appears automatically in the Applied Payment Details window.

Related topics

• Setting up MYOB Vendor Payments - electronic payments
• To apply for the MYOB Merchant Account Service