You might need to collect an additional payment for an existing
sales order that has not been paid in full.
Note: Additional
partial capture payments can be applied to consume the total authorized
amount if the payment processor used for the order supports multi-capture
payments. This applies even when the workflow status for the payment is
pending. Order Management records a transaction as a pending status when
the payment processor delays return of the response and payment
information.
To collect a new payment for an existing sales
order, open the order details page for that order and follow these
steps:
- In the Details section at the bottom of the page, select
the Payments tab.
- Click Add to open the Payment page.
- You can check the associated customer by clicking the customer
name. This opens a new window with the customer details.
- The following amounts appear in the upper right of the
window. They reflect the current amounts associated with the order in
session.
- Authorized
- Captured
- Unapplied
- If the customer has any saved payment methods, you can select one
from the Saved Methods drop-down list. Alternatively, you can
enter a new payment method using the appropriate fields. Note that
when you select a method from the Saved Methods drop-down, the
Processor drop-down automatically selects the assigned payment
processor for the selected method, if one has been defined.
- Enter a note in the Memo field, if desired.
- Enter the customer’s phone number in the Phone field, if
desired.
- Enter a payment amount in the Amount field.
- Select Authorize Only or Authorize & Capture
from the Transaction drop-down.
- The Reference # field is pre-populated with the order
number. Change the value, if desired.
- Click Process Payment to process the payment.
Note: The
Process Payment button is disabled or enabled based on the status of
the transactions.
- The Payment page remains open on the authorized payment, with the
payer identification fields locked. By selecting Authorize
Only, then the Transaction drop-down is visible, offering
Capture as the only option. If you actually captured the
payment, then the Transaction drop-down isn't visible.
- When the payment is captured, it's attached to the in-session
order. Then apply it to an invoice associated with the order. See
Applying
a Payment to an Invoice.