Ideas for SalesPad Desktop

Credit Card Payment Update- Must select Credit Card as method of payment

It would be helpful to require the user to select credit card payment in the order entry process before processing a pre-authorization or charging the card. If Credit Card is not selected, SalesPad would not allow the credit card transaction to be processed.  Currently if  Credit Card not selected as the term and the customer is set up with Net 30 day terms by default, the end result is a customer having their credit card charged immediately, but receiving an invoice that indicates Net 30. This modification would help avoid miscommunication to our customers.

  • Guest
  • Oct 30 2017
  • Will not implement
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  • Admin
    Jacob Pegg commented
    14 Feb, 2018 08:18pm


    I'm pretty sure we can handle this through scripting, disabling the payment option if the payment term set on the document is not "Credit Card" or doesn't match a list of payment terms.