Manage Sola (formerly Cardknox) Payment Methods

AR Automation is available to all customers operating in US Dollars. To activate this feature, please send an email to licensing@accountingseed.com.

Overview 

You can add or remove payment methods for customers at any time. Multiple payment methods can be added to each customer account. Accounting Seed supports credit card and ACH payment methods.

Note: Cardknox only supports USD. 

Do you want to:

• Add a Payment Method with a Credit Card or Account Number
• Set a Default Payment Method
• Deactivate a Payment Method

Add a Payment Method with a Credit Card or Account Number

1. Navigate to Accounting Home and click the Setup tab. Then, under the  Master menu, click Accounts.
2. Select a list view (other than the Recently Viewed list view).
3. Click the account for which you want to add a payment method.
4. Click Manage Cardknox Payment Methods.
5. Select Credit Card or ACH Payment. You can set a payment method as the default if there are multiple payment methods linked to the customer.
6. Under the Create New Payment Method section:
   
   • If more than one Payment Processor exists, click the Payment Processor drop-down list to select the appropriate one for this Account. Otherwise, if only one Payment Processor exists, it will automatically display in the drop-down list.
   • For a Credit Card, enter the Card Holder Name, the Credit or Debit Card number, CVV number, and the expiration month/year.
   • If this is an ACH Payment, enter the Account Holder Name (optional), Account Type (Business or Individual), Account Number, and the Routing Number.
7. Click Create Payment Method.

Set a Default Payment Method

1. Navigate to Accounting Home and click the Setup tab. Then, under the  Master menu, click Accounts.
2. Select a list view (other than the Recently Viewed list view).
3. Click the account for which you want to set a default Payment Method.
4. Click Manage Cardknox Payment Methods.
5. From the Manage Existing Payment Methods section, under the Action column, click Set as Default for the appropriate existing Payment Method.
   Note: The selected default will be set for the Customer Account. Therefore, at any time only one credit card or ACH account can be set as the default across all Payment Processors.
6. Click OK. A checkmark will display in the Default column for the selected Payment Method.

Deactivate a Payment Method

1. Navigate to Accounting Home and click the Setup tab. Then, under the  Master menu, click Accounts.
2. Select a list view (other than the Recently Viewed list view).
3. Click the account for which you want to update the payment method.
4. Click Manage Cardknox Payment Methods.
5. From the Manage Existing Payment Methods section and under the Action column, click the Deactivate hyperlink.
6. Click OK.

Return to top

____________________

Summer '23 Release

Release Notes and Schedule

This article was new with the Summer '23 release.