Handling Credit Card Payments
Marking a payment as Credit Card on an invoice or payment form records it in Boulevard but does not submit the transaction to the payment processor. To complete the payment, the transaction must be submitted through Credit Receivables in Boulevard, or processed directly with the payment processor and then recorded in Boulevard along with any processing fees.
Coming soon! Use Stripe to submit payments through Boulevard. Alternatively, you can email a direct payment link to the customer so they can enter their information and submit payment.
When Boulevard launches, a notification appears if there are outstanding transactions in Credit Receivables. Process them, record fees for those already handled, or delete entries where fees have been recorded. Manage whether this notification appears under Alerts & Notifications in Application Settings. See Set Default Profile Tab, Change Font Sizes, & More for more information.
Options:
Submit a transaction through Boulevard: If you have an active ProPay or Stripe account, you can choose to process the transaction right away or, with Stripe, email a direct payment link, and the customer can enter their details and complete the payment.
Transaction submitted outside of Boulevard: This option is used only to record processing fees in Expenses in Boulevard. You can use it if you did not submit the transaction from Credit Receivables, but instead, have already submitted it outside of Boulevard using ProPay, Stripe, or another payment processor.
From the main toolbar, select 
Invoices, then Credit Receivables (or from the Business Tools menu, choose Credit Receivables).
Option 1: Submit through Boulevard
Before continuing, ensure your payment processor account information is connected under the Payment Processor tab in Preferences. See Connect Your ProPay or Stripe Account for detailed steps.
For the security of your customers and to ensure your business is PCI-compliant, your payment processor stores your customers' card information, not Boulevard. See Add or Update a Customer Payment Method for more details.
Select the checkbox next to each transaction you want to submit, then select 
Process to submit.
Successful Transactions:
If the payment is approved, the transaction will be removed from Credit Receivables, and the associated fees will be automatically posted to Expenses. The payment will also be recorded under the Account section of the contact's profile with the applicable information in the Reference field, and on the Payment History report.
Stripe processing fees are pulled directly from Stripe, whereas ProPay fees are calculated based on the fee structure in Preferences.
Declined Transactions:
If the payment is declined, the transaction will appear in red along with the reason in the Processor Response field. Click OK to acknowledge the decline. Right-click on the transaction and select Manage Payment Method to re-enter or add new card information. When finished, resubmit the transaction.
If the transaction declines again and you've verified with the customer that the card information is correct, contact support for your payment processor (Stripe or ProPay) for additional help.
Option 2: Submitted outside of Boulevard
The following steps record an entry in Expenses only for the fees your payment processor collects during transaction processing. Alternatively, to delete the transactions without processing or recording an entry in Expenses, select the checkbox next to the transaction (or the checkbox column header to select all). From the toolbar, select 
Delete, then choose Yes to confirm.
- Select the checkbox next to each transaction that has already been processed.
- From the toolbar, click
Record Fee. -
In the Payment Expense Entry dialog, if necessary, enter the Date the transaction was processed. Then, from the Processor drop-down, select the payment method, if necessary.
The Category and Fee amount will automatically populate based on what is set in Preferences, but can be manually overridden.
- When finished, click OK to record the processing fees in Expenses.
Additional Information:
Right-click Menu:
- Edit Memo: To add or edit the memo field for the transaction
- Manage Payment Method: To add or change the credit card information
- View Profile: To open the contact's profile