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Unapproved Customer Payments

edited Dec 3, 2019 2:44PM in General 7 comments

As of Monday, when we accept customer payments (done at the invoice level), funds for credit cards are being moved to an "Unapproved Customer Payments" account.  After reading as much as I can, there should be a check box that states the charge is approved, however we do not have this.

We do not have credit card processing turned on, however we use NetSuite as a means of storing credit cards to be used on a 3rd party page.

The accounting item, AMEX as example, is selected that it is a credit card, which allows the card to be populated at the customer record level.

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