Payment | Payment information displays in the Payment section |
|
Select New Payment |
Drop down box with the available payment types (Credit Card, Personal Check-electronic, Business Check-electronic) Note - Agencies that offer only 1 payment type default to that available payment type. |
Add |
Adds the payment type to the order and opens up payment screen |
# |
Line item of the payment |
Type |
Method of payment: CC = Credit Card BC = Business Check PC = Personal Check |
Amount |
The dollar amount of the payment |
Card/Acct |
Last 4 digits of Credit Card number, or routing number for Check payments |
Last Name |
Last Name of person making payment |
First Name |
First Name of person making payment |
Status |
The Status of the payment displays only after the Authorization button has been clicked. The status of the payment: Authorized - Payment has been accepted and paid Declined - Payment has been declined or failed AVS response Failed - Payment did not complete, includes communication errors, technical problems, etc.) Voided - Payment has been refunded to the customer the same day as the charge Pre-authorized - a hold bas been placed on the customer's card in the amount of the order |
Trash Can | Deletes the payment line |
Pencil |
Reopens the payment information screen to Edit the payment |
Authorize | Authorizes the payment; only displays when more than one payment type is entered |
Orders
Personal Check (electronic) Payment
How to Enter Payment with a Personal Check (electronic)
Business Check (electronic) Payment
Business Check (electronic) Payment
How to Enter Payment with a Business Check (electronic)
Credit Card Payment
How to Enter Payment with a Credit Card
How to Edit a Payment
How to Void a Payment