A/R Agency - FreedomPay
Use the A/R Agency tab to set up or authorize a payment method (A/R Agency code) for the customer. The payment type is set on the Details tab of the invoice, in the Cash Code field. An A/R Agency code is a type of Cash Code, which is configured on the Accounts Receivable - Cash Codes screen. The A/R Agency tab is available from any of these invoices:
The FreedomPay A/R Agency tab is used with third-party credit cards such as VISA and MasterCard.
Note: If you have a FreedomPay device, you cannot use WorldPay or Versapay, even if you are signed up for them.
The information fields on the A/R Agency - FreedomPay tab are:
| Information | |
|---|---|
| Field | Description |
| Order Number | The order number of the invoice. |
| Customer | The name of the customer associated with the invoice. |
| VESign | Indicates whether there is a VESign document associated with the invoice, and if so, its status. |
| Location | The location where the invoice was originally created. |
The fields on the A/R Agency - FreedomPay tab are:
| Field | Description |
|---|---|
| Agency Code | The agency code that the credit will be charged to for this transaction. |
| Client ID |
The user's CNH client ID number, as supplied by Case. The Client ID number is setup on the Cash Codes configuration screen. |
| Terminal ID |
The terminal identification number for the FreedomPay interface. The Terminal ID number is setup on the Cash Codes configuration screen. |
| Request ID | Freeway Request ID (needed for follow-on requests such as captures, credits, and voids). |
| Chargeable Amount | The total actual value of the charge. |
| Previous Authorized |
The previous amount authorized. Note: If a New Authorization Amount is entered the Previously Authorized amount will be cancelled. |
| New Authorization Amount |
Allows you to enter a new amount to be authorized. A new authorization amount can be entered when authorizing the selected invoice from the A/R Agency tab. If you authorize the invoice from the Details tab, you are not permitted to enter a new authorization amount. |
| Store ID |
The store identification number setup for the CNH interface. The Store ID number is setup on the Cash Codes configuration screen. |
Use these buttons to complete your work on the A/R Agency - FreedomPay tab:
| Button | Function |
|---|---|
| Authorize |
Opens a third-party screen to process the transaction. Authorizing does not withdraw funds from the customer's account. Instead, depending on the card, the authorized funds are held for up to seven days in the customer's account. |
| Sale | Available when making a deposit on the invoice, click this button to authorize and capture the sale in one transaction. |
| Use Previous Invoice | Refunds a payment to the customer. |
| Refund | Refunds a payment to the customer. This button is only available when using a point-of-sale (POS) device. |
| Close | Closes this screen. |
Security: 802 - Equipment Invoicing, 823 - Parts Invoicing
Revision: 2025.11