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Non-Credit Card Payments and Credits

Other payment and credit types can be performed from the Back Office Order Manager. These types include check, money order, cash and PayPal.

 

Non-Credit Card Payments

This section explains how to apply a non-credit card payment including check, money order, cash and PayPal.

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Path: Back Office > Order Processing > Order Manager > Billing

 

Follow the steps below to perform a non-credit card payment.

 

Step

Action

1

From the order's Order Items screen, click on the Billing link.

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2

All payment types are managed through the Payments box.

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3

For non-credit card payment complete the following:

  1. Enter the amount of the payment (split payments methods can be used).

  2. Select the method of payment from the drop-down list (Check, Money Order or Cash).

  3. For Check and Money Order, it is recommended to enter the check number.

  4. Click on Apply Payment.

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4

The payment(s) are listed in the Payments box with any related check numbers and the Status is listed as Received.

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5

The Transaction Summary box is updated to reflect a $0.00 Balance.

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Apply Credit to Non-Credit Card Payments

This section explains how to apply credit (negative payment) to a non-credit card payment including check, money order, cash and PayPal. NOTE: PayPal payments require a manual refund to the customers through your PayPal account. CORESense does not issue the refund to the customer account when voiding a payment from the Order Manager.

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Path: Back Office > Order Processing > Order Manager > Billing

 

Follow the steps below to apply a credit for a non-credit card receivable type.

 

Step

Action

1

From the order's Order Items screen, click on the Billing link.

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2

Enter a Negative Amount and from the drop-down list, select the Method.

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3

Click the Apply Payment button to submit.

4

The negative payment is applied to the order and displays in the Payments box. If the credit was done in error, click on the Void link under the Actions column.  

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5

The Transaction Summary is updated to reflect the now outstanding Balance.

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6

Refund the credit through your accounting process to issue either a check or store credit.

 

 

See Also

 

 

 

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