In GEM-BOOKS, you can configure a payment processor to accept credit card payments. GEM-BOOKS uses your existing payment provider. There is no additional charge for using this function. (If you do not have a provider, or your provider is not listed in this article, please contact us).

Once the process is complete, you'll be able to accept payments on an emailed invoice.

Configuration

Click on Configurations > Configurations.

Then click on the API tab, and you'll find the Merchant Accounts section. Click on +New.

Choose your payment processor from those available.

• Authorize.NET
• Bambora
• Chase
• Global Payments
• Moneris
• NetBanx
• Nuvei/Till Payments
• PayPal (Pro)
• Paysafe
• Stripe

Complete the form using the information provided by your payment provider:

• Merchant ID: Your unique identification number with your payment provider;
• Secret key: The secret key to use your payment processor externally, normally in your processor's API settings;
• Account number: Your unique account number with your payment provider (not mandatory for some processors).

Then click Save and close.

Application

To check the configuration, click on Sales > Sales and go to an invoiced sale. 

A new CC button should now be displayed next to the button. It allows you to make a credit card payment manually. 

When you click on CC, a form will appear where you can enter your credit card details. Note that if you check the “Save payment details for future use and automatic renewals” box, the information will be saved in the client's file and will be available for future payments. (Not available for PayPal accounts).

The same screen will be displayed to your clients when you send an invoice by e-mail. A new button Pay online will be displayed in the billing e-mails you send to your clients, enabling them to make online payment directly on receipt of the e-mail.

One advantage is that payments for subscriptions you sell can be withdrawn automatically on their anniversary date (without any intervention on your part or on the customer's).

Finally, the administrator(s) will receive an e-mail notification as soon as a payment has been made in this way.

If the payment is refused, the reason will be entered in the customer's log tab.

Other articles on the subject:

Finance Fee for Credit Card Payments

Purchases To Be Entered Manually in Accounting 

Duplicate a Purchase Made From a Supplier in GEM-BOOKS