There is a distinct difference between logging payments or credits on the Pricing tab and charging or crediting a customer's credit card via the virtual credit card terminal on the View Orders dialog box.
The Credit Card Terminal (CC Terminal) tab only becomes visible after the Order Manager is configured to use a credit card gateway. Clicking Transmit causes a payment to be made or a credit to be issued through the payment gateway.
The Pricing tab is always visible.
The Payment button is used to record cash, money order, or personal check transactions and credit or debit transactions processed through a PIN terminal (which are not currently handled directly by the Order Manager).
Click on the Payment button and the Enter Amount of Payment Received dialog box opens:
Select the payment method and enter the pertinent data. Click OK to record the payment.
If a credit is owed to a customer, and it cannot be credited back to a credit card, use the Log Credit button to record the manner in which the credit was re-paid (check, store credit). If a check is being issued, it would be helpful to first print the check from the accounting software and then log the information in the Order Manager.
Click on the Log Credit Issued button and the Enter Amount of Credit Issued dialog box opens:
If a refund will be given, select a Payment Method and enter any pertinent information.
If store credit will be issued, click the Issue Store Credit button, verify the customer's information, and elect to print a credit slip or send an email confirmation to the customer.
After a payment or credit has been issued, the details will be displayed on the right-hand side of the screen. In the figure below, the customer paid his balance due by check. The payment was received via the Payment button.
See Also
Enter Payment/Log Credit Issued
Modified 11/30/10