This section describes how to create manual receipts to close your customers' credit card transactions.
To create credit card payments to close your customers' open debit items, you can assign an automatic receipt method directly to a manual receipt. With a manual receipt, you can manually apply transactions to the receipt, and then submit the Automatic Remittances program to authorize and capture the credit card payment in one step.
Note: Receivables does not require that you first apply the manual receipt before you remit it.
Suggestion: You can create a manual receipt to enter a credit card prepayment. Later, you can apply the receipt after Receivables generates the related invoices.
Prerequisites
Complete these prerequisites only if your customer has never used this credit card:
Add the payment details to your customer.
See: Entering and Updating Account Payment Details and Entering and Updating Account Site Payment Details.
Navigate to the Receipts window.
Enter general receipt information. For example, enter the receipt number, currency, amount, and customer information.
Enter a receipt method that you defined for your credit card transactions.
The selected receipt method automatically defaults the payment method and instrument number.
Optionally choose Select Instrument to select a different payment instrument.
See: Entering Receipts.
Attention: You cannot manually authorize receipts by entering authorization details in the Receipts window. These codes are automatically generated during the remittance process.