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Accept a Credit Card Payment (Outside Processor)

Updated
The Goal: Record a credit card payment that was processed outside of GrowthZone by using a configured External Payment Type.

Before You Begin:

  • If you are processing credit cards outside of GrowthZone, best practice is to use Trade & External Payment Types. These are payment types you define for your organization. See Setup Trade & External Payment Types for setup instructions.
  • At least one External Payment Type must be configured before following the steps below. External Payment Types live at Finance > Administrative > Billing Settings > Trade/External Payment Types.
  • Note: If you do not wish to set up external payment types, we recommend processing this type of payment as a check and entering the last 4 digits of the credit card as the check number. See Accept a Check Payment.

Step-by-Step Instructions

Enter an External (Outside Processor) Credit Card Payment

  1. Open the desired contact record and click the Billing tab.
    Contact record with the Billing tab selected, showing the invoice list and the Actions column, with the Billing tab boxed
  2. For the desired invoice, click the actions icon in the Actions column.
    Actions menu open on an invoice row, cropped to the menu, with Enter External Payment boxed
  3. Click Enter External Payment.
  4. Select the External Payment Type from the drop-down list. Types displayed will be those you have configured at Finance > Administrative > Billing Settings > Trade/External Payment Types.
  5. (Optional) Select a Deposit Account. If none is selected, the default set when you configured the external payment type will be used.
  6. If necessary, choose the invoice(s) that you wish to pay.
  7. Click Done.

Common Pitfalls

  • External Payment Type not configured: If no types appear in the drop-down, you must first configure them at Finance > Administrative > Billing Settings > Trade/External Payment Types — see Setup Trade & External Payment Types.
  • Deposit Account defaulting incorrectly: If transactions are landing in the wrong deposit account, verify the default deposit account on the External Payment Type configuration.

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