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Summary / TL:DR: This article will show you how to change a card being used for installment billing in Advantage.
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How to Change a Card Being Used for Installment Billing
From the Customer Service ribbon, navigate to Customer Activity
Select the item under installment billing you want to update and navigate to the Invoices/Payments tab at the bottom half of the Customer Activity screen
Highlight the transaction that needs to be updated
Click Add Payment
Click Cancel
The A/R Payment Entry dialog box will appear, complete the following fields:
CC Wait Period | Enter the amount of days to wait before applying the payment. |
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Set the CC wait days to the day before the invoice is due
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7. Click Add Card to open up
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the secure payment entry dialog box, and complete the following:
Card Type | Select the card type from the list. |
Card Number | Enter the card number. |
Expire Month | Enter the card's expiration month. |
Expire Year | Enter the card's expiration year. |
Security Code | Enter the card's security (CVV) code. |
Save Card | Choose whether to add the card to keep on file for future payments: Yes - Will keep the card on file for future purposes No - Will not keep a record of the card being used for the current purchase. |
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8. Click Confirm
9. Click OK
10. Navigate to the ARPIBR (Installment Billing Headers) view
11. Search for the Order Number that you are updating the installment billing on.
12. Click Inquire
13. Navigate to the Auto-Charge Info tab.
14. Click Change and update the credit card to the appropriate card for future installments
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Wrap upYou should now know how to change a card being used for installment billing in Advantage. |
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Still need help? We know this can be frustrating. To get further help please open a Support ticket. |
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