Accept Payment for Phone Orders and POS Orders via Web App

Accept Credit Card Payments

  1. Open the desired order through the Customer Service tool.
  2. Switch Payment to the Credit Card tab.
  3. Enter the credit card information.
  4. To save the credit card for later use, check the Save box.
  5. When you're finished, press the [Authorize Card] button.
Accept Credit Card Payments

Accept Cash Payments

  1. Open the desired order through the Customer Service tool.
  2. Switch Payment from the Credit Card tab to the Cash tab.
  3. Enter the amount of Cash Tendered. Press the [Confirm] button.
  4. If needed, issue change to the customer.
Accept Cash Payments

Accept Trade Credit Payments

  1. Open the desired order through the Customer Service tool.
  2. Switch Payment from the Credit Card tab to the Trade Credit tab.
  3. Enter the Amount of credit issued.
  4. Optionally, you may enter a Reference number for the credit issued.
  5. Press the [Record Authorization] button.
  6. Right-click on the Trade Credit Auth payment action.
  7. In the Trade Credit Capture window, enter the Amount of the credit issued.
  8. Optionally, you may enter any relevant Additional Details.
  9. Press the [Record] button.
Accept Trade Credit Payments

Accept Store Credit Payments

If the customer has been issued any store credit, you may apply store credit as payment for the order.

  1. Open the desired order through the Customer Service tool.
  2. In the bottom-right corner, check for the customer's Avail Credit. Press the [Apply Store Credit] button.
Accept Store Credit Payments

Record Manual Refunds

  1. Open the desired order through the Customer Service tool.
  2. Under the Payment tab, right-click on the Auth payment charge that has been refunded to bring up the Record Manual Refund window.
  3. In the Record Manual Refund window, enter the Amount of the refund.
  4. Optionally, you may enter any relevant Additional Details.
  5. Press the [Record] button.
  6. After reading the Warning prompt, press the [Yes] button.
Record Manual Refunds
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