Incoming payment

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You have the option to settle an incoming payment using Credit Card.

To use this feature open the incoming payment and select the customer and the documents you want to settle using Credit Card.


You can then open the payment means window and select the “Credit card” tab


Here you can press the “Select Credit Card”/”One time Credit Card” button to select/add a credit card you want to settle on.

After selecting/adding the Credit Card the screen will be filled out with some data:


You can change the “Amount Due” column and add a second voucher to settle on multiple Credit Cards or just do a partial settlement.

Note: It is important that you do not change any of the values other than the “Amount due” set by the system as this may lead to the settlement not being done. It is also important that you now add the payment to the system without including additional documents as the data for the settlement has already been prepared.

Technical: The actual settlement is done when the payment has been added successfully to the database. Should anything go wrong during the settlement a message will be shown (and an alert will be sent if setup). The user then needs to correct the issue and cancel the incoming payment and manually make it again. There is no automatic handling of settlements that are not completed correctly with the gateway.