A/R Agency

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: 

Note:  The A/R Agency tab only appears if at least one of the items on the Details tab is to be paid for using a Cash Code that requires some form of authorization and if the Accounts Receivable Account(s) per Invoice - Dropdown 2 is set to either Invoicing Limit Based On Credit Limits or Invoicing Limit Based On Credit And Transaction Limits.

Topics in this section are:

Credit Card Processing Overview

IntelliDealer supports integrated credit‑card processing for Parts, Work Orders, and Equipment Invoicing.

Sale Transactions using a Device

A sale is a real‑time authorization and capture, meaning the customer’s card is charged immediately and the funds are settled with the payment processor at the time of invoicing. Sale transactions ensure faster funding, fewer failed captures, and consistent behavior across all modules. Device‑based transactions always trigger a Sale instead of Authorize, with the sale occurring before the invoice is printed. Supported devices include:

  • Worldpay

  • Versapay (device‑based)

  • FreedomPay

  • CNH Productivity Plus / AGCO+ (via FreedomPay)

A sale transaction is performed when:

  • A supported payment device is used

  • The payment method is a credit or debit card

  • The invoice is being finalized, released, or completed

  • The transaction is initiated from Parts, Work Orders, or Equipment Invoicing

During a sale:

  • The payment device prompts the customer to swipe, insert, or tap

  • The customer can use debit cards for Versapay and Worldpay

  • The payment gateway returns an approval or decline in real time

  • The invoice can only proceed if the sale is approved

  • The transaction is immediately settled with the processor

Invoices with a successful sale cannot be unreleased. Instead you can make corrections using a credit invoice or refund. If the sale fails, the invoice cannot be finalized until a successful payment is obtained.

Non‑Device Authorize Transactions

When using VersaPay, manual credit‑card entry uses an Authorize then capture workflow. Or you can perform a pre‑authorization from the A/R Agency tab. Using a previous token posts as sale if the other button says Sale, otherwise it posts as authorize if the other button says Authorize. This distinction is important for dealers who use mixed workflows.

Related Documentation

The fields and buttons on the A/R Agency screen vary. For details of the various screens see: 

Data Source: GBH, PFWTAB, WOH

Security: 802 - Equipment Invoicing, 823 - Parts Invoicing

Revision: 2026.05