*Click on Customer Payments under the “Sales” in EBMS

*Enter Customer ID

*Hit the Credit/Debit Card Switch

*Choose invoices you wish to pay, be sure there is no Discounts marked (if there are take them out)

* Date should be set to today

* Hit Receive Payment and Print

*Choose Credit Card # on file and enter 3 Digit code which is in the comment line in Credit Card dialogue

*If there is no Credit Card on file… Call Customer and get CC#, Expiration Date, and 3 Digit code from the back, as well as Zip Code.

* To put Credit Card Number on file: Find Customer in Customer List, Hit Terms Tab, Hit Credit Cards, Hit New, Enter Information (be sure to check if Zip Code is correct), Put 3 digit code in Comment Section, and Save.

* When the Print Dialogue pops up, hit the Export button and name it- “Invoice #” Receipt- (Example: 57104 Receipt). Get customer’s email address from his file and send receipt to him.

*If customer uses Fax follow same instructions as with Email… Enter “faxnumber”@emailyourfax.com into where you would put email address. Put “5733785377” into subject line and send.

*If customer does not have Email Hit Receive Payment/Print and Print document and send via snail mail.

 

Our credit card provider information is on our vendor list under ELAVON