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:
•Using Gift Certificates and Gift Cards
•Using a Customer's Account Balance
•Using an Electronic Check (US/TouchNet)
•Using Multiple Payment Methods
▪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
▪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.
