AudienceView Unlimited Product Guides

Once you have finished adding items to an order and selected a delivery method, you are ready to add a payment.

 

The following rules apply when adding a payment to an order:

•The methods of payment you can accept depend on your role, the items on the order and the active promotions.

•You can process payments immediately or based on a schedule.

•You can add multiple payments using different payment methods.

•You can create orders with outstanding balances.

When you create an order with an outstanding balance, you can select a reason for the outstanding balance.

•You can add payments in any currency configured for your system.

The following sections describe how to work with customer payments:

•Handling Customer Payments

•Currency Conversions

•Using Credit and Debit Cards

•Credit Card Troubleshooting

•Using Gift Certificates and Gift Cards

•Using a Customer's Account Balance

•Using Direct Debit (UK)

•Using an Electronic Check (US/TouchNet)

•Using Multiple Payment Methods

•Scheduling Payments

▪Scheduling a Single Payment

▪Creating an Ad Hoc Payment Plan

▪Modifying a Scheduled Payment or Ad Hoc Payment Plan

▪Processing a Scheduled Payment or Ad Hoc Payment Plan

▪Deleting a Scheduled Payment or Ad Hoc Payment Plan

•Voiding, Cancelling and Refunding Payments

▪Refunding a Payment

▪Voiding a Payment

▪Cancelling a Payment

▪Partially Refunding a Payment

▪Refunding a Payment Using a Different Payment Method

▪Cancelling or Voiding a Refund

 

 

If necessary, you can also transfer an account balance from one customer to another.