Accounts Receivable                     EFT Processing                               Live Transactions

Live Transactions

The Live Transactions feature allows a User to immediately verify whether a credit card has an available amount of credit on the credit card to fulfill the automatic payment of one or multiple invoices.  Within just a few seconds, the User will receive a response message indicating whether the transaction is approved or declined.  If the transaction is approved, the transaction will be processed for funding with the normal batch transactions.  If the transaction is declined, the User will be able to communicate this information to the customer.  This feature is often used in collection situations. 

1. Open the customer record for which for which an automatic payment will be set up and processed as a Live Transaction.

2. From the customer tree, highlight the menu option Payment Options, right-click and select the Enter New EFT Transaction option.

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