Capturing a New Payment in the Administration Module

To capture a payment for record keeping purposes only, follow these steps:

1. In the Main accordion menu, click Order Manager
2. In Payment Summary section click New Payment. The New Payment page is opened.
3. Search for the customer by email or name in the Search By field and drop-down to locate the Customer. Each search result has a Select link and a View link; click View to open the Customer details page for that Customer, or click Select to attach the payment to that Customer. 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. Selecting no processor causes the Invoice to be written off when you process the Payment.
4. Enter or select the following field and drop-down list information:
   • Date: You can use the Calendar icon ( ) to quickly select the date.
   • Amount: Enter the Amount in Amount field.
   • Method: Select the Payment Method from the Method drop-down list.
   • Processor: Select the Payment Processor from the Processor drop-down list.
   • Transaction: Select Authorize Only or Authorize & Capture from the Transaction drop-down.
   • Enter a note in the Memo field, if desired.
   • Enter a Reference # in the Reference # field, if desired.
   • Enter the Customer’s phone number in the Phone field, if desired.
   • Enter the Card holder's name, address, and credit card information in the appropriate fields. You can view Invoices, Credit Memos, or Transaction information related to this payment by clicking the appropriate tab.
5. Click Process Payment. The Transactions section of the page is updated to reflect the capture.
6. To attach the payment to a record, select a record and click Attach.
7. Click Apply Payment.