Payments Overview

A payment type is how you collect payments from your customers. CORESense provides supports multiple options including accepting credit cards, offering PayPal, Cash, or even letting customers pay On Account, just to name a few. Click on the link below to learn more about each option.

Payment Methods

Credit Card
Manual Payment Methods include Cash, Check, Money Order, PayPal, and custom Payment Types.
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.

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	POS Replication Manager>Terminal Settings	N/A
CORESense Website	Checkout Plugin	N/A Note 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 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:
Amazon	Per Settings in Amazon. All Payment related transactions happen in Amazon. All Payments come into CORESense with a Type of 'AZ'	In Setup>System Settings>Channels>Amazon Apply Payments:
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 only works with Braintree.	In Setup>System Settings>Channels>BigCommerce>{bc name]: Payment Method Mapping In Setup>Payment Processors>Link Merchant Accounts with Channels: Map Merchant Account to Channel BigCommerce integration only works with Braintree

Receivable Types and Payment Types

In CORESense payment methods are defined by Receivable Types which are associated with a Payment Type. Payment Types and Receivable Types are managed by CORESense. CORESense users will see Receivable Type and Payment Type in payment-related reports. All Orders will have a Payment record with an associated "Receivables Type.

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.

Apply for 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