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.net | Card Connect |
2. Complete the fields.
Card Details |
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Amount | This is the Amount of the payment. The value will pre-fill based on the Order balance but can be manually adjusted. | ||||||||||||||
Credit Card Processing Agent | This 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. | ||||||||||||||
Enter the email address for the payment contact. | |||||||||||||||
Save Card | Default 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). |
Amount | Enter 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?