Payments Overview

Orders are paid for with one or more payments. A payment is made using a payment type (more commonly know as a payment method). Available payment types are defined in Setup>Technical Configuration>payment_types table. Note that this table is only viewable and editable by CORESense.

Payment Types Table

Id - CORESense unique record identifier
Description - Long description found in some reports and in the dBase.
Label - Label that appears in the back office.
Multiple - Always 1.
Active - Designates whether the payment type is active or not.
Back Office Active - Designates whether the payment type is active in the back office.
Refund Timing
1. refund immediately - refund payment is made immediately when the return is completed.
2. refund later - refund later - no refund payment is made and the return goes into a pending refund status.
Authorization Required - Designates whether authorization is required for certain payment types.
Info Field Section - Optional custom field that can be sent in api calls or viewed in reports.

Payment Types

Credit Card
Manual Payment Methods include Cash, Check, Money Order, and custom Payment Types
Apple Pay - Available through Braintree.
On Account
In-House Accounts (IHA)
Customer Credit
Gift Certificates
Value Cards
Affirm - Affirms is a 3rd party payment solution that can be used by customers on their eCommerce website to "buy now, and pay later" or can be accepted by CORESense as a payment method in the back office. See System Settings > Integrations > Payments for information on the setup of Affirm as a payment processor. This makes Affirm available in the back office. To enable Affirm on a Website see Websites>Affirm.
Exchange - Exchange will display as the Payment Type when a shopper makes an exchange. It represents the value of the returned item that is applied to the new order.
PayPal - Available through Braintree or using PayPal Express Checkout (legacy, use PayPal Commerce Platform)
PayPal Commerce Platform - Our implementation support onboarding, checkout (PayPal branded buttons and Venmo), Pay in 4, Credit and Refunds.

Payment Types by Channel

CORESense gives you the option to specify the available payment types for most supported Channels. The table below shows you how to select the payment types and provides additional information related to payment settings for the channels.

Channel	How Payment Types are Enabled	Other Payment-Related Settings
POS	In the POS Replication Manager>Terminal Settings.	N/A
CORESense Website	In the Checkout Plugin of the active Website Project.	N/A Note EdgeExpress Pay Page, Braintree and Affirm Merchant Accounts require an addition to the checkout page. Contact CORESense Professional Services using the Customer Portal for help.
Sales Order Interface	Allows all options available in the Payments Type table in Technical Configuration.	In Setup>System Settings>Channels>SOI: Require Payment: Payment Processor Behavior per Channel: Allow Multiple Payment Processors: In Setup>Payment Processors>Link Merchant Accounts with Channels: Map Merchant Account to Channel
Order Manager	Allows all options active available in the Payments Type table in Technical Configuration.
eBay	Per Settings in eBay. See Accepted payment methods	In Setup>System Settings>Channels>eBay: PayPal Pending Clearance Order Status: PayPal Payment Complete Order Status: PayPal Payment Complete Email Template: Payment Method Mappings:
Shopify	CORESense's Shopify integration only works with Shopify Payments. All Payment related transactions happen in Shopify. All Payments come into CORESense with a Type of 'SPP'	In Setup>System Settings>Channels>Shopify>{shopify name]: Request Payment Capture
BigCommerce	Per setting in BigCommerce. CORESense's BigCommerce integration works with Braintree using miniBC or all payment related transactions can be processed through BigCommerce using the BC Payment API.	In Setup>System Settings>Channels>BigCommerce>{bc channel name]>Payment Method Mapping Link to to Default [Channel Linked] - This will use the Merchant Account linked to the BC Commerce Channel. BC API - This will request payment capture or refund through the BigCommerce Payment API, i.e. in BigCommerce. In Setup>Payment Processors>Link Merchant Accounts with Channels: Map Merchant Account to Channel BigCommerce integration only works with Braintree and miniBC. miniBC captures the information needed to re-auth and capture for partial shipments. If you don't partial ship then you don't need miniBC.

Receivable Types

Payments Types must be associated with at least one Receivable Types and generally there is one receivable type for each credit card brand accepted. The recievable type specifice the Class which is used by CORESense for determining how to process the payment type. Receivable types are defined in Setup>Technical Configuration>receivable_types table. Note that this table is only viewable and editable by CORESense.

CORESense users will see Receivable Type and Payment Type in payment-related reports.

Payment Types and Receivable Types

Type

Definition

Options

Receivable

The specific method of payment.

A receivable type relates to a single payment type but a payment type can relate to multiple Receivable Types.

For example, American Express relates to the Credit Card payment type.

Visa
American Express
MasterCard
Discover
Debit
Cash
Check
Money Order
PayPal
Apple Pay
Customer Credit
Exchange
Affirm

Payment

A method of payment available to customers for Order Payment or Refund.

A Payment Type is related to one or more Receivable Types. Each Relievable Type has a 'Class' that controls how that payment type is processed in CORESense.

CORESense can create custom payment types for customers. Custom payment types can only be related to a Receivable Type of 'Cash' or a custom Receivable Type with a Class of 'other' or 'cash'.

Credit Card
Debit
Check
Money Order
Gift Certificate
Value Card
On Account
IHA/Payroll Deduction
Exchange
Cash
PayPal
Apple Pay
Affirm

Payment Processing Tasks

The following tasks can be performed in the CORESense Back Office to manage order payments.

Credit Card Payments

Apply Non-Credit Card Payments and Credits

Add a Price Adjustment to an Order

Redeem a Gift Certificate

Remove a Gift Certificate Redemption

Redeem a Value Card

Remove a Value Card Redemption