Texas Skyward User Group Conference A/P Credit Card … · Texas Skyward User Group Conference A/P Credit Card Processing Danielle Coleman. A/P Credit Card Processing ... Card Processing

Texas Skyward User Group Conference

A/P Credit Card ProcessingDanielle Coleman

A/P Credit Card Processing

This session will demonstrate the credit card process in Skyward. Users will learn how to set up Credit

Card Processing and use the check in/out feature, import transactions, and build invoices.

Credit Card Setup Check In/Out Options Credit Card Groups Import Transactions

Review/Submit Transactions Approve Transactions Build Invoices

Adding a Credit Card

Checking In/Out a Credit Card

Credit Card Setup Options

Credit Card Groups

Credit Card Import Options

Credit Card Generic Import

Review/Submit Transactions

Editing a Credit Card Transaction

Approve Transactions

Building Invoices from Credit Card Transactions

End of presentation –

Extra space for other notes

Texas Skyward User Group Conference

THANK YOU FOR ATTENDING!