A/R Agency - Worldpay
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:
See also: Worldpay: Setup and Worldpay Daily Usage.
The information fields on the A/R Agency - Worldpay 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 - Worldpay tab are:
| Field | Description |
|---|---|
| Agency Code | The agency code that the credit will be charged to for this transaction. |
| Save credit card | Select this checkbox to store this credit card for a future transaction. You must also fill out the Alias field before you click Authorize. |
| Use stored credit card |
Click the search icon to open the Worldpay Customer Accounts screen. After you select a card, you are returned to the A/R Agency tab and you must then click the Use stored credit card button. If you click the Sale button, IntelliDealer uses the credit card device or the Worldpay portal, depending on the device you chose on the Print Parameters screen. Note: IntelliDealer does NOT store the actual credit card on your system. It stores a token used to access the credit card. The actual credit card number is stored on Worldpay servers. |
| Merchant Number | The number that represents the dealership with the A/R Agency. |
| Transaction Number | When automated authorizations are being used with an A/R Agency a transaction number is automatically returned and recorded in this field to mark the authorization request. |
| Chargeable Amount | The total actual value of the charge. |
| Previously Authorized |
The previous amount authorized. If a New Authorization Amount is entered, the Previously Authorized amount is 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. |
| Total Tax | Displays the total amount of tax charged to the invoice (uses Tax 1, Tax 2, Tax 3, and Tax 4 values). |
| Alias | Enter an alias for the stored credit card. This field is mandatory when Save credit card is checked. |
You must have a device configured to see most of the buttons listed below.
Use these buttons to complete your work on the A/R Agency - Worldpay tab:
| Button | Function |
|---|---|
| Text-To-Pay |
Available when making a deposit on the invoice, click this button to open the Text-To-Pay screen, to send a text message with a payment link to the customer. Text-To-Pay is only available for deposits, therefore it is only available on Parts, Work Order, and Equipment Invoicing. |
| Use stored credit card |
Click to open the Worldpay Customer Accounts screen. After you select a card, the charge is automatically posted to Worldpay. This button is available for payments and refunds when using Worldpay Portal. |
| Authorize |
Opens a Worldpay 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