Add a Credit Card to Work Order Charges

You can add a customer credit card to service work order charges.

On the Work Order Charges page, you can select Credit Card as the payment method and add or select a customer credit card. Previously, only On Account was supported as a payment method.

To add a credit card to a service work order:

1. Go to the Work Order Charges header page.

2. In the Payment Method field, select Credit Card.

3. When the Credit card drawer opens, review any existing credit cards associated with the customer’s bill-to address.

4. If needed, select the option to add a new credit card.

5. Enter the required credit card information.

6. Select Add.

7. Confirm that the new credit card appears in the Credit card drawer.

Note:

After you post the charges, the system creates the bill-only sales order and authorizes the selected credit card for the total or additional charge amount. The authorization and credit card information are added to the sales order, but the customer’s card is not actually charged until the invoice is created in Accounts Receivable.