Manual credit card transactions

Sally Baker

I have manually set up a credit card account and now want to enter credit card charges in FE NXT, but we are not using the credit card feed. All charges to the card need to be entered manually. Where do you enter the charges? Are they entered as invoices in AP (Payables/Invoices)? If so, how does the charge get posted to the credit card liability account, and not the main AP control account?

Angela Tuttle

Hey Sally!

Yes you enter the transaction as an AP invoice. I think this Knowledgebase Article will help you:

KnowledgebaseArticle119084

How to record a payment of credit card balance

Karen Edwards

We just enter credit card transactions as invoices paid with the credit card. It all runs through the default accounts payable liability and the credit card balance is considered in the reconciliation of AP. .

Sally Baker

Thank you! I got some help from Blackbaud, too, and understand now that if we don't want to use the feed, we just enter the charges as regular invoices, but choose credit card as the payment method. We can pay the credit card bill by posting an Adjustment from the credit card account page, or with an invoice as the described in the article you shared.

Tanya Ferguson

I am trying to do this also, but when I choose Credit Card as the payment method, I cannot pull up a credit card. Did you just enter the credit card under the “credit card accounts” within Treasury? Ugh, nothing with this has gone the way I want it to…