these are the steps for setting up payment methods for the Company. These must be set up in order for the Company to accept payments within Acumatica.
Navigate to Finance --> Cash Management --> Setup --> Payments Methods
- Select Settings for Use in AR.
- Select the “Integrated Processing” checkbox and click Save.
- Click on the Processing Center tab.
- Add the previously created Processing Center to the Payment Method ID section. This creates a link between Payment Method and Processing Center.
- Navigate to Finance --> Cash Management --> Setup --> Processing Center.
- Click on the Payment Methods tab.
- Click “Test Credentials”.
- Valid credentials will result in an “Authentication Successful” message.
If you have questions or require additional information, please contact us and we will be in touch with you shortly.