CSD Integrated Payments: Cash Receipts (ARECE)

The October 2025 CloudSuite Distribution update introduced credit card processing functionality within the Cash Receipts Entry (ARECE) screen. This enhancement eliminates the previous two-step workflow where users had to create a payment on account in order entry and then separately apply unapplied cash to invoices. Users can now process credit card transactions directly while applying payments to specific invoices within the cash receipts entry interface. The system integrates with Kodaris payment processing tools and supports both stored tokenized cards and one-time transactions for card-present or card-not-present scenarios.

Topics Covered:

• Overview of the new credit card processing feature in Cash Receipts Entry
• Comparison between the old two-step process and the new streamlined workflow
• Step-by-step demonstration of processing payments through ARECE
• Customer and invoice selection process
• Credit card payment options including stored cards and one-time transactions
• Card tokenization and security features
• Integration with Kodaris payment processing tools
• Transaction authorization and payment confirmation process
• Payment record details and customer account updates