Settings required in Windows Invoicing
The following settings are required for the iVeri batching and uploading to work.
1) Activating ” Use Client Credit Cards” in the Branch Setup.
- Setup, Company Tables,
: (alternatively click on the 
icon on the Menu Bar)
- Click on the
button, to access all the Branch settings:
Highlight the 
and click on :
(This section contains all the settings pertaining to all the Debtors and Leisures)
Highlight the and click on 
:
This flag will set whether client’s credit card numbers must be added to the client’s profile. This will allow the user to select the credit card number which must be charged via the iVeri system:
- Ensure that the check box is ticked and click on
to close the current screen.
The changes in the branch settings, have now taken effect:
Click on 
to finalize the activation of Client Credit Cards in the Branch setup.
2) Activating the Editing of Saved Invoices to add Credit card numbers:
- Setup, Company Tables,
: (alternatively click on the 
icon on the Menu Bar)
Highlight the 
and click on :
(This section contains all the settings pertaining to all the Document Headers)
Open “Allow editing of saved document headers? ”
Ensure that the check box is ticked and click on to close the current screen.
3) Selecting the Default Credit Card in the Clients Setup:
You can now specify a client default credit card to be used, with any line item added as a cash transaction. This feature will automatically flag the cash line item as “chargeable” with the relevant information, to be submitted to the Credit card settlement functions in Windows Main.
The following procedure should be followed with every Debtor account where more than one credit card number is stored:
- Setup, Clients,
(alternatively click on the 
icon in the Menu Bar) :
Select the Debtors that you wish to edit and select the 
button:
Select the “Billing” Tab, and specify the default credit card:
- Creating new credit cards:
Select the “Credit Cards” tab:
A list of credit cards linked to the particular debtor will be displayed. To create a new Credit Card, click on 
:
The Following Information must be entered:
| Key | Unique reference per credit card |
| Type | Credit card type (i.e – Diners, Amex etc) |
| A/C Number | Credit Card Number |
| A/C Holder | Account holder as it appears on the credit card |
| Expires | Expiry Date |