Summary of Steps: 

1. Navigate to the customer account record. Click the "Create Payment" button. This will take you to the Create Payment screen. 

2. In the payment method drop down select the credit card you with to charge. Once you enter the amount and click the Create Payment button the customer has been charged. If the charge is successful a cash receipt will automatically be inserted into the application for the account.

Troubleshooting Payments

All transactions that are initiated out of Accounting Seed are recorded as a payment activity under the payment method. The payment activity will show declined charges and errors in processing. To view the payment activity for a specific payment method click on the payment method and you will be able to see payment activities in a related list. An example is shown below:

 

 

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7 Comments

  • 0
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    David Bentz

    the screenshot images on most of the stripe pages are currently broken. It would be great to be able to see the examples you have posted. Thanks!

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    Tony

    David,

    We are not seeing where they are broken. What browser are you using?

  • 0
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    David Bentz

    Chrome. Here's what I see:

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    Caroline Beatson

    Hi David,  We are looking into this, we can recreate the issue on this page, but not the other pages.  Which other pages are you seeing this as an issue?

    Thnaks,

    Caroline

  • 0
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    David Bentz

    https://accountingseed.zendesk.com/hc/en-us/articles/230355048-Adding-a-Payment-Method

    first two show up broken

    That's the only other one I've encountered so far.

     

    Thanks

  • 0
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    Karen Cassway

    Yes-I see the same thing as above and can't see any of the example screen shots.  I'm using Google Chrome.

     

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    Ryan Faulkingham

    Hi Karen,

    Sorry to hear about this issue. If you login to your Accounting Seed org and click into an account, you will be able to add the 2 buttons (manage payment methods and create payment). Once added, simply click on a button to view that screen. When a credit card is charged, it will automatically create a cash receipt. 

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