Orders - Order Payments


Payments by Credit Card

Adding a Credit Card Payment

Step     Action

  1.       From the payment section, select arrow on the right-hand side of New and then select 

            {Credit Card} from the drop-down.

   The New Payment credit card modal will open.

  2.         Complete the fields.

Card Details


Field
Description
Card Number
Enter the Card Number.
Contact
Select a Contact from the drop-down menu.
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).
Billing Address
Enter the street address, city, zip/postal code, region, and country in the corresponding fields.
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.


Editing Credit Card Payment

Step     Action

  1.        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.


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.


Other Payment Methods and Refunds

To make a payment:

Step      Action
  1.        Select {Pay Now}. 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 Deposit} button.
Type
Select a payment Type from the drop-down.
Reference Number
Enter value for the Reference Number.
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 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.


To issue a Refund:

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