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Payments can be applied directly to an order from the Payments section on the Order View page or the Customer View page. 


Payments can be done by Credit Card or Other Payment Method (e.g. cash, debit, on account, etc.)


Payments 

Adding a Credit Card Payment

Step     Action

  1.       From the Payment section, hover mouse over + icon and then select Credit Card.

   The New Payment credit card modal will open.

   Note: The payment modal will change based on the Credit Card Processing Account. This 

   should pre-fill based on the selected customer/contact or the default set in Settings > Financial.

Authorize.netCard Connect
 


  2.         Complete the fields.

Card Details


Card Number
Enter the Card Number.
Contact
Select a Contact from the drop-down menu.
Saved CardSelect a saved card profile from the drop-down. This will pre fill the card details fields. Billing address and email fields will no longer be visible.

Notes: 
  • This field is only visible if the Contact selected for the payment has a saved credit card profile.
  • Billing address and email fields will no longer be visible if a saved credit card profile is selected.
Name on CardEnter the Name on Card.
Name on Card
Enter the full name as it appears on the card.
Expiry 
Enter the expiry date for the card (MMYY).
CVC
Enter CVC. (3-4 digit security code from the back of the card).
AmountThis is the Amount of the payment. The value will pre-fill based on the Order balance but can be manually adjusted.
Credit Card Processing AgentThis determines which credit card processing integration will be used for this transaction. The field should pre-fill based on the selected customer/contact or the default set in Settings > Financial.
Billing Address
Enter the street address, city, zip/postal code, region, and country in the corresponding fields.
EmailEnter the email address for the payment contact.
Save CardDefault set to No. Toggle switch to Yes to save the card to the contact's profile.

 


              Note: The Amount will prefill with the Order balance. This value can be modified.


  3.       Select {Submit}. A results window will pop-up to confirm the payment saved successfully. 

            The credit card payment will appear under the Payments section.


Adding a Payment by Other Payment Method

Step      Action
  1.        From the Payment section, select the + icon. A New Payment modal will open.

 


2.      Complete the fields.  

Field
Description
Deposit
Select an existing deposit from the drop-down menu or create a new deposit by selecting the {New} button.
Type
Select a payment Type from the drop-down.
Reference Number
Enter Reference Number, if applicable.
Date
Current Date set as default. Select Calendar icon to change date.
Amount
Order balance will pre-fill in Amount field but this value can be modified.


3.      Select {Save}.


Editing Payments

Editing Credit Card Payment

Step     Action

  1.       From the Payment section, hover mouse over the credit card payment to be edited 

            and select the pencil icon.

   A Deposit modal will open.


  2.      Make required changes.

  3.      Select {Save}. A results window will pop-up to indicate the payment saved 

           successfully.


Editing Payment by Other Method

Step     Action

  1.        Hover mouse over the name of item to be edited under Payments. A pencil icon will

             appear on the right-hand side of the name. Select the pencil icon.

   A Deposit modal will open.

  2.      Make required changes.

  3.      Select {Save}. A results window will pop-up to indicate the payment saved successfully.

Refunding Payments

To Refund Credit Card Payment

Note: A credit card refund cannot be applied on the same day the credit card payment is made. The refund can be issued the day after a payment has been applied.


Step      Action

  1.        From the Payment section, hover mouse over a payment entry and select the back 

             arrow icon. 

            The Refund Credit Payment modal will open.

  2.       Complete the Card Details. The fields below are required for the refund.

Field
Description
Card Number

Enter the Card Number.

Note: Only last 4 digits required.
Name on Card
Enter the full name as it appears on the card.
Expiry
Enter the expiry date for the card (MMYY).
CVC
Enter CVC. (3-4 digit security code from the back of the card).
AmountEnter value of refund.

Note: The amount does not need to be entered as a negative value.



  3.        Select {Submit}. A results window will pop-up to confirm the Refund has been saved. The refund 

             will appear as it's own entry under the payments section. The entry amount will appear in brackets

             to show it is a refund.


Refunding Other Payment Method

For more information on credits and refunds on other payment methods, see How Do I Process Customer Credits and Refunds?