The most common order flow requires full payment before order is provisioned. The payment created this way will get automatically applied to the invoice generated for the completed order.
To add and process payment for an order:
- Open Operations > Orders. The list of customer orders available in the system appears on the screen.
- Select the order you want to create a full payment for by clicking on the respective link in the Order ID or the Order Number column. Selected order properties appear on the screen.
- Proceed to the Payment Details tab. If customer has a payment method configured for automatic payments, you will see a payment automatically added by the system and put on hold.
- In case no payments were created automatically by the system, you need to add the payment manually. To do this, click Add New Payment. The adding new payment dialog window is displayed. Fill out the form:
- Type a free-form reference number into the Reference Number field. Skip the field, if you are going to use payment method of Credit Card type. The field is filled with the last e-transaction number, during payment processing.
- The Total field is usually filled with the actual order amount. Change it to less if you want to pay with several payments.
- Skip the Document # field as the number will be assigned automatically when you save the payment.
- Click
next to the Payment Method field. From the window that opens, select a payment method to use. - Accept the default payment description (“Payment for the Order ###”) or change it as required (for example, type a check number).
- Click Add to finish creating the payment.
The payment is created with the Hold status and further processing depends on the payment method. If payment method does not use external payment gateway – such as cash or check payments – you can merely select the payment and click Release.
Online payments, such as credit card payments, are not released manually. Proceed to the General tab and click Open Order. The order flow will submit the payment for authorization by the payment gateway. If the authorization is successful, the order will proceed to provisioning.