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Payment Types

SOI orders payment process are managed through the type of payment selected when placing an order. Click on a Payment Type:

Credit Card Process

Cash Payment

Check or Money Orders

Intended Payment (terms)

System Setting

There is a system settings that controls whether a payment is required to complete an order. Go to System Settings > Channels > Sales Order Interface > Require Payment and select one of the three options.  When either Full Payment Required or Intended Payment Required is selected, the Complete Order button is disabled until a payment or intended payment is applied to the order total.

 

Credit Cards

Follow the steps below to process a credit card payment.

Step

Action

1

Select a credit card (Visa, Mastercard, American Express, Discover )from the Payment Type from the drop-down list.

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2

Enter all the information in the fields provided.

  • Swipe the card if you have a card reader.

  • The Manual Authorization Code is an optional field.

  • Click here to view samples of Card Code locations for the major credit cards.

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notes.gif  Note: The Order Amount pre-fills in the Enter Amount field. If you are processing a payment with multiple types, make sure to enter the amount for each payment type.

3

Multiple cards can be applied to a single order. Enter the amount for the first card and click the Apply Credit Card Payment button and then enter the next amount for the second card.

4

Click the Apply Credit Card Payment button.

5

The Order Summary box reflects the applied payment. If you need to remove a payment type and use another type, click on theicon-checkbox.png  icon and select another payment type.

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6

Click the Close Payments Window link to submit the payment.

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Cash Payment

Follow the steps below to process a cash payment.

Step

Action

1

Select a Cash from the Payment Type from the drop-down list.

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2

The Order Amount pre-fills in the Enter Amount field. Verify the amount and edit as needed if using multiple payment types.

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3

Click the Apply Cash Payment button.

4

The Order Summary box reflects the applied payment. If you need to remove a payment type and use another type, click on theicon-checkbox.png  icon and select another payment type.

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5

Click the Close Payments Window link to submit the payment.

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Check/Money Order Payment

Follow the steps below to process a check or money order payment.

Step

Action

1

Select a Check or Money Order from the Payment Type from the drop-down list.

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2

Enter the Check or Money Order number (optional) in the Check Num field.

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3

The Order Amount pre-fills in the Enter Amount field. Verify the amount and edit as needed if using multiple payment types.

4

Click the Apply Check Payment button.

5

The Order Summary box reflects the applied payment. If you need to remove a payment type and use another type, click on theicon-checkbox.png  icon and select another payment type.

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6

Click the Close Payments Window link to submit the payment.

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Intended Payment (Terms)

Follow the steps below to process an order using termed payments. If intended payments are to be required, go to System Settings > Channels > Sales Order Interface > Require Payment option and select the Intended Payment Required option. This will require that an intended payment type be selected before the order can be completed.

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Important: In order to use terms, do not select a payment type.

 

Step

Action

1

Setting up term-based payments is done in the Intended Payment Information box.

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2

Select the Payment Type from the drop-down list.

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3

Click on the term number of days or enter a date in the Payment Due Date field.

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4

Click the Update Payment Information button.

5

Click the Close Payments Window link to submit.

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6

Click the Complete Order button to finish order entry.

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See Also

 

 

 

 

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