Knowby Sculptform
Knowby
Credit Card Payment Process - AMEX Card
1
Step 1 of 16
<p>When processing credit card payments, always verify the following:</p><p></p><p>-Name of the caller</p><p>-Company name</p><p>-BOQ/SO#/Invoice Number</p><p>-amount to be paid</p><p>-email address for the receipt</p><p></p><p></p><p>For BOQ it is usually on</p><p>&gt;&gt;Deposit</p><p>&gt;&gt;Deposit Amount</p>

When processing credit card payments, always verify the following:

-Name of the caller

-Company name

-BOQ/SO#/Invoice Number

-amount to be paid

-email address for the receipt

For BOQ it is usually on

>>Deposit

>>Deposit Amount

2
Step 2 of 16
<p>For Sales order</p><p>&gt;&gt;Deposit amount or</p><p>&gt;&gt; Balance due</p>

For Sales order

>>Deposit amount or

>> Balance due

3
Step 3 of 16
<p>AMEX cards incur <strong>surcharges</strong> as outlined in the surcharge table.</p><p></p><p>AMEX card # starts with # 3.<br><br><strong>Always confirm with the payer that they agree to the surcharge before processing the payment.</strong></p>

AMEX cards incur surcharges as outlined in the surcharge table.

AMEX card # starts with # 3.

Always confirm with the payer that they agree to the surcharge before processing the payment.

4
Step 4 of 16
<p>You can now process Amex card payments using the following link: amex.paymentlogic.com.au/sculptform</p><p></p><p>User Id- a8214314817</p><p>Passport- 2023Timber#</p><p></p><p>Enter the following information needed:<br>-Customer information<br>-Card Details</p><p>&gt;&gt;Next<br><br>A new page will open showing the AMEX surcharge</p><p>-Confirm and approve the payment<br><br>After submitting, the system will indicate whether the payment is<strong> successful or unsuccessful.</strong></p><p>If the payment is unsuccessful, <strong>call the customer back and verify the card details</strong> again.</p>

You can now process Amex card payments using the following link: amex.paymentlogic.com.au/sculptform

User Id- a8214314817

Passport- 2023Timber#

Enter the following information needed:
-Customer information
-Card Details

>>Next

A new page will open showing the AMEX surcharge

-Confirm and approve the payment

After submitting, the system will indicate whether the payment is successful or unsuccessful.

If the payment is unsuccessful, call the customer back and verify the card details again.

5
Step 5 of 16
<p>An <strong>email receipt</strong> will be sent to AccountsAR confirming the transaction.</p><p></p><p>Record the payment in the “<strong>Direct Deposit – EFT</strong>” file.</p><p></p><p>Note that the funds will appear in the bank account <strong>the following day</strong>.</p><ul><li><p>Record on ff day</p></li><li><p>Invoice amount</p></li><li><p>Add a note: <strong>“AMEX &amp; $Surcharge”</strong>.</p></li></ul><p></p>

An email receipt will be sent to AccountsAR confirming the transaction.

Record the payment in the “Direct Deposit – EFT” file.

Note that the funds will appear in the bank account the following day.

  • Record on ff day

  • Invoice amount

  • Add a note: “AMEX & $Surcharge”.

6
Step 6 of 16
<p><strong>MYOB Process:</strong></p><p><strong>Two transactions</strong> will appear in the bank feed:</p><p>-AMEX <strong>withdrawal</strong> charge</p><p>-AMEX <strong>deposit</strong> payment for the invoice which also <strong>includes the surcharge amount</strong>.</p><p>example:</p><p>SO/Invoice: $9,902.85</p><p>Surcharge: $217.07</p><p><strong>Total Deposits: $10,119.92</strong></p><p></p><p>AMEX Deposit Transactions — Processing Type, either:</p><ul><li><p><strong>Received Money</strong> → for <strong>SO-Balance/Deposit amounts</strong> <em>not yet invoiced in SF</em></p></li><li><p><strong>Received Payment</strong> → for <strong>Invoice amounts</strong> <em>already invoiced in SF(Debtors)</em></p></li></ul><p></p>

MYOB Process:

Two transactions will appear in the bank feed:

-AMEX withdrawal charge

-AMEX deposit payment for the invoice which also includes the surcharge amount.

example:

SO/Invoice: $9,902.85

Surcharge: $217.07

Total Deposits: $10,119.92

AMEX Deposit Transactions — Processing Type, either:

  • Received Money → for SO-Balance/Deposit amounts not yet invoiced in SF

  • Received Payment → for Invoice amounts already invoiced in SF(Debtors)

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Step 7 of 16
<p>To record AMEX <strong>withdrawal</strong> charge</p><p></p><p>&gt;&gt;New</p><p>&gt;&gt;Spend Money</p>

To record AMEX withdrawal charge

>>New

>>Spend Money

8
Step 8 of 16
<p>Spend Money - AMEX Withdrawal</p><p></p><p>-Update the <strong>Memo</strong>: AMEX Charges</p><p>-Record to 6-7017(Bank Fees)<br><br>Check date &amp; amount matches the bank feed.<br><br>&gt;&gt;Ok</p>

Spend Money - AMEX Withdrawal

-Update the Memo: AMEX Charges

-Record to 6-7017(Bank Fees)

Check date & amount matches the bank feed.

>>Ok

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Step 9 of 16
<p>then<br><br>&gt;&gt;Approve</p>

then

>>Approve

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Step 10 of 16
<p>To record AMEX Deposit: <strong>Received Money</strong> → for <strong>SO-Balance/Deposit amounts</strong> <em>not yet invoiced in SF</em><br></p><p>To process:</p><p>&gt;&gt;New<br>&gt;&gt;Received Money</p>

To record AMEX Deposit: Received Money → for SO-Balance/Deposit amounts not yet invoiced in SF

To process:

>>New
>>Received Money

11
Step 11 of 16
<p>Receive Money — AMEX Deposit (Not Yet Invoiced in SF)</p><p></p><p>-Update the <strong>Memo</strong>: Copy &amp; paste the note created in the <strong>Direct Deposit – EFT</strong> file.</p><p>-Date:Ensure it <strong>matches the bank feed(</strong>day funds received<strong>)</strong></p><p>-Record the <strong>SO/Deposit amount (net of surcharge)</strong> to <strong>2-8832 </strong>(SF Customer Deposit)</p><p>-Record the <strong>Surcharge amount</strong> to <strong>6-7017 </strong>(Bank Fees). This will offset the AMEX withdrawal charge.</p><p></p><p>-Verify that the <strong>total matches the bank feed amount</strong>.</p><p></p><p>&gt;&gt;OK<br><br></p>

Receive Money — AMEX Deposit (Not Yet Invoiced in SF)

-Update the Memo: Copy & paste the note created in the Direct Deposit – EFT file.

-Date:Ensure it matches the bank feed(day funds received)

-Record the SO/Deposit amount (net of surcharge) to 2-8832 (SF Customer Deposit)

-Record the Surcharge amount to 6-7017 (Bank Fees). This will offset the AMEX withdrawal charge.

-Verify that the total matches the bank feed amount.

>>OK

12
Step 12 of 16
<p>To record AMEX Deposit: <strong>Received Payment</strong> → for <strong>Invoice amounts</strong> <em>already invoiced in SF(Debtors)</em></p><p></p><p></p><p>To process:</p><p>Right click the transaction, then<br>&gt;&gt;Hide Transaction <br><br>-Go to MYOB dashboard</p>

To record AMEX Deposit: Received Payment → for Invoice amounts already invoiced in SF(Debtors)

To process:

Right click the transaction, then
>>Hide Transaction

-Go to MYOB dashboard

13
Step 13 of 16
<p>To record AMEX Deposit: <strong>Received Payment</strong> → for <strong>Invoice amounts</strong> <em>already invoiced in SF(Debtors)</em></p><p></p><p>Go to</p><p>&gt;&gt;Sales</p><p>&gt;&gt;Receive Payments</p>

To record AMEX Deposit: Received Payment → for Invoice amounts already invoiced in SF(Debtors)

Go to

>>Sales

>>Receive Payments

14
Step 14 of 16
<p>Received Payment — For AMEX Invoice Amounts (SF Invoiced)</p><p></p><p>System opens a <strong>blank Receive Payment</strong> page:</p><ul><li><p><strong>Deposit to Account:</strong> Select <strong>1‑1550 (Cheque Account)</strong></p></li><li><p><strong>Customer:</strong> Enter the <strong>Company Name (</strong>Open invoices will appear automatically)</p></li><li><p><strong>Amount Received:</strong> Enter the <strong>actual invoice amount (net of surcharge)</strong></p></li><li><p><strong>Date:</strong> Ensure it <strong>matches the bank feed(</strong>day funds received<strong>)</strong></p></li></ul><p>Then:</p><ul><li><p>Enter the <strong>Amount Applied</strong> to the correct invoice<br><br>&gt;&gt; <strong>Record</strong></p></li></ul><p></p>

Received Payment — For AMEX Invoice Amounts (SF Invoiced)

System opens a blank Receive Payment page:

  • Deposit to Account: Select 1‑1550 (Cheque Account)

  • Customer: Enter the Company Name (Open invoices will appear automatically)

  • Amount Received: Enter the actual invoice amount (net of surcharge)

  • Date: Ensure it matches the bank feed(day funds received)

Then:

  • Enter the Amount Applied to the correct invoice

    >> Record

15
Step 15 of 16
<p>To record AMEX Deposit <strong>Surcharge</strong>: for <strong>Invoice amounts</strong> <em>already invoiced in SF(Debtors)</em></p><p></p><p><strong>Received Money— For AMEX Surcharge</strong></p><p></p><p>Go to:</p><p>&gt;&gt;Banking</p><p>&gt;&gt;Receive Money</p>

To record AMEX Deposit Surcharge: for Invoice amounts already invoiced in SF(Debtors)

Received Money— For AMEX Surcharge

Go to:

>>Banking

>>Receive Money

16
Step 16 of 16
<p><strong>Received Money— For AMEX Surcharge</strong></p><p></p><p>System opens a <strong>blank Receive Money </strong>page:</p><ul><li><p><strong>Deposit to Account:</strong> Select <strong>1‑1550 (Cheque Account)</strong></p></li><li><p><strong>Amount :</strong> Surcharge Amount</p></li><li><p><strong>Memo:</strong> Amex charges</p></li><li><p><strong>Date:</strong> Ensure it <strong>matches the bank feed(</strong>day funds received<strong>)</strong></p></li><li><p>Record the <strong>Surcharge amount</strong> to <strong>6-7017 </strong>(Bank Fees). This will offset the AMEX withdrawal charge.</p><p><br><br>&gt;&gt; <strong>Record</strong></p></li></ul><p></p>

Received Money— For AMEX Surcharge

System opens a blank Receive Money page:

  • Deposit to Account: Select 1‑1550 (Cheque Account)

  • Amount : Surcharge Amount

  • Memo: Amex charges

  • Date: Ensure it matches the bank feed(day funds received)

  • Record the Surcharge amount to 6-7017 (Bank Fees). This will offset the AMEX withdrawal charge.



    >> Record