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, Equipment Invoicing, and Rental Contracts.

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.

Authorize and Capture at Billing—Rental

For rental contracts, IntelliDealer captures authorized credit card payments when the rental invoice is billed, not during a nightly batch or at a later print step. Capture occurs when you bill from the Invoicing tab or when a rental billing run processes the contract.

Supported credit card agencies for rental capture at billing include:

  • Worldpay

  • Versapay

  • CNH Productivity Plus

  • FreedomPay

You can authorize the payment in either of these ways:

  • On the A/R Agency tab before billing, then bill the invoice on the Invoicing tab

  • During billing from the Invoicing tab when prompted to authorize

When capture completes successfully, the rental invoice is finalized. To correct a billed rental invoice after capture, reverse or return the invoice. See Reversing a Rental Invoice.

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.

When you authorize from the A/R Agency tab, IntelliDealer captures the authorized payment when you invoice, release, or bill in Parts Invoicing, Work Orders, Equipment Invoicing, or Rental Contract Invoicing. Capture posts without waiting for nightly processing.

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: 2026.07