Apply Payments

Payment can be applied to the order using a wide range of payment methods. These include Credit Card, Check / MO and Gift Certificates. For credit card payments, CORESense is directly integrated into one of several gateways to enable the performance of real-time credit card transactions, directly from an order.

Path: Orders > Order Manager> Billing

Step	Action
1	From the order's Order Items screen, click on the Billing link.
2	All payment types are managed through the Payments box.
3	For credit card payment complete the following: Enter the amount of the payment (split payments methods can be used). Select the method of payment from the drop-down list (VISA, American Express or Mastercard). Select the credit card processing option. Select a credit card on record from the drop-down list or add a new one. Enter the three-digit security code for the selected card (these numbers are not stored in the Back Office). Note: Credit cards types are each listed in the drop-down list, i.e. Mastercard, VISA, American Express. Do not mistakenly select the "Credit" option when you need to select a specific card type.
4	Click Apply Payment. The payment is listed below.

Apply Customer Credit

If a customer has credit on his/her account, it can be applied to an order.

Step	Action
1	From the order's Order Items screen, click on the Billing link.
2	If a customer has any merchant credit, it is listed in the Customer Credits box. Any part of the available credit can be applied to an order payment.
3	For customer credit payments complete the following: Enter a reason for the credit (optional) Enter the credit amount to be applied. Click Add.
4	The amount is applied to the order and listed in the Payments box.
5	The credit amount is also itemized in the Transaction Summary box with the remaining balance listed, which can be cleared using another payment option.