Manual Payment Types

Manual Payment Types include check, money order, cash and custom Payment Types and can be used across all sales channels. PayPal is also treated as a Manual Payment Type. You should verify reciept of funds in PayPal prior to shipping an order.

Manual Payment types are marked as 'received' at the time of the Sale (order capture). When using Manual Payment Types on the website, you can specify the initial order status to be used for each Payment Type. It is recommended to set the initial order status to 'Awaiting Payment' to ensure you did not ship the order prior to receiving payment. When using Manual Payment Types in the SOI

Processing Manual Payment Types in the Order Manager

Path: Orders > 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.
2	All payment types are managed through the Payments box.
3	manual 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 (e.g. Check, Money Order or Cash). For Check and Money Order, it is recommended to enter the check number. Click on Apply Payment.
4	The payment(s) are listed in the Payments box with any related check numbers and the Status is listed as Received.
5	The Transaction Summary box is updated to reflect a $0.00 Balance.

Applying a Credit to Manual Payment Types

This section explains how to apply credit (negative payment) to a manual payment (e.g. 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.

Path: Orders > 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.
2	Enter a Negative Amount and from the drop-down list, select the Method.
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.
5	The Transaction Summary is updated to reflect the now outstanding Balance.
6	Refund the credit through your accounting process to issue either a check or store credit.