Once the order’s products and
shipping information has been setup in the system, the order can now accept
payment. This is completed on using the Step 3: Payment Information tab at
the top of the screen.
Note: If you do not have a current batch open, you
will be prompted to open a batch at this time.
1. Click on the Create
New Receipt button. The receipt information section will then become
available.
2. Based
upon the Receipt Type, the remainder of the form updates. Select the
appropriate receipt type from the drop down menu.
3. Update the
Amount if the individual is not paying the full amount of the order.
4. Should
the payment type be a credit card, enter the appropriate information including:
a. Credit
Card Number
b. Security
Number
c. Expiration
Date
5. Verify the Address
on the Credit Card as well.
Note: When making a check payment, the Check Number
field will be available. Verify that information is entered into the system.
6. Once all payment
information has been added to the order, click on the Save button at the
bottom of the screen.
7. The order will
default back to the Order Products tab and the Paid column will update
appropriately.