Making Payments in Admin
Example: You want to pay on behalf of a customer towards a balance due without impersonating their account.
Start by going to Accounts from the main menu and loading the account that you would like to add a payment to. If the customer has an order with an unpaid balance you can see it highlighted with red text.
Select an order with an unpaid balance and you will see the "Make a Payment" button, click this to view payment options such as credit card, gift card, cash etc.
NOTE: You will only be able to apply the amount towards the remaining balance, never anything over.
You can use the tabs to view different payment method options. Select the payment option you want to use and apply an amount to the total remaining balance. You can use multiple payment sources to make payments towards the total due. You do not have to pay the full amount due.
After you are done applying amounts from different payment sources you can click the "Apply Payments" button on the right. This will apply all of the payments and display a success or error message for each payment method.
Related Articles
Admin Payments for Entire Order
You can now process a single payment for the entire order, rather than individually apply funds to each item with a balance! Go to any order with a balance due and click the Pay for Order button: Note: This button will not appear if there is not a ...Add Option
The Add Option button is used to add an Option to an Order via the Account screen AFTER the Order has been completed. Example: You have a customer who forgot to add an Option (like a T-Shirt) to an order they already placed or (at least partially) ...Admin Guest Order
Event manager allows you to create a quick Admin Guest Order through the account screen with the push of a button. These orders also create a Guest account that the customer cannot login to. Note: Customers can still create an account in your ...Managing Affiliations via the Administrative Console
Introduction The Affiliations and Roster tabs allow for managing accounts and coordinators within an organization. Getting Started Log into your administrative console, navigate to Settings -> Setup -> Configuration. (There are a number of ...Coordinator Access
Introduction Coordinators are shopping cart users (as opposed to administrative users) who have special access to data and tools that other regular shopping cart do not have. Coordinators are members of organizations who may need information about ...