SOI Payment Types

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

System Setting

There is a system settings that controls whether a payment is required to complete an order. Go to Setup > 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.
2	Enter all the information in the fields provided. Swipe the card if you have a card reader. Enter the expiration date and CVV2 code. The Manual Authorization Code is an optional field. 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 the icon and select another payment type.
6	Click the Close Payments Window link to submit the payment.

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.
2	The Order Amount pre-fills in the Enter Amount field. Verify the amount and edit as needed if using multiple payment types.
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 the icon and select another payment type.
5	Click the Close Payments Window link to submit the payment.

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.
2	Enter the Check or Money Order number (optional) in the Check Num field.
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 the icon and select another payment type.
6	Click the Close Payments Window link to submit the payment.

Intended Payment (Terms)

Follow the steps below to process an order using termed payments. If intended payments are to be required, go to Setup> 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.

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.
2	Select the Payment Type from the drop-down list.
3	Click on the term number of days or enter a date in the Payment Due Date field.
4	Click the Update Payment Information button.
5	Click the Close Payments Window link to submit.
6	Click the Complete Order button to finish order entry.