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Processing the Charge

You must create and save an invoice prior to processing payment by credit card. (See Creating Estimates and Invoices.)

Note: If you’ve just created the invoice and have the credit card information available, click Payment in the Invoices dialog box. Brass Jacks Bookkeeper automatically saves the invoice and opens the Receive Payments dialog box with the information from that invoice filled in. Complete the procedure for processing the charge.

To process a charge:
  1. Choose Sales > Receive Payments, or click the Receive Payments icon in the Sales section in the workspace.
  2. In the Receive Payments dialog box, select the Customer from the list.
  3. Enter the Amount to be charged.
  4. Select the check box next to the invoice(s) to pay in the Unpaid Invoice Listing area.
  5. Select Credit Card as the payment Method.
  6. The charge credit card window will automatically open.
  7. Enter the credit card information:
    If you have a card reader, click Swipe Card and then swipe the card through the reader to enter the credit card information.
    Brass Jacks Bookkeeper validates the credit card number to verify that it starts with the correct number and has the correct number of digits.
  8. Review the credit card information in the dialog box.
  9. Click Submit to send the transaction to the credit card company.

When you click Submit in the Charge Credit Card dialog box, Brass Jacks Bookkeeper connects to the Card Services server, interacts with it, and displays the results.

IMPORTANT: Whether the credit card transaction is approved of declined, it is important to click Save in this screen so that record of the transaction is stored in Brass Jacks Bookkeeper.

For transactions that are declined, when Save is clicked, Brass Jacks Bookkeeper will reset the payment amount to $0 in the Receive Payment screen so that another form of payment or a different amount to charge can be applied.

Additional information can be found here: Credit Card Payment for Invoices