Add payment to quote/order

You can record full or part payment, using a range of methods, against a quote or an order in Business Hub. If you have a payment gateway configured, you can process payments by credit card directly in Business Hub.

Prerequisites

• You must have Administrator, Sales Manager or Sales Team permission to use this feature.

To add a payment to a quote/order:

1. Log into your DecoNetwork website.
2. Browse to Business Hub > Quotes or Business Hub > Orders.
3. Click View to load the quote or order you want to add a payment to.
   

   You can also click anywhere within a row to load the quote or order, except on the customer name. Clicking on the customer name loads the customer record.

   The quote/order will be loaded.

4. Click on the Payments tab.
   

   The Payments tab shows the order total, balance due, payment required, and available payment options for the customer. Any previous payments, refunds, and credits are listed in the payment history table, showing the payment date, the staff member who recorded the payment, the payment method, the billable amount, the refunded amount, the billed amount, and the payment status.

   
5. Click on the Add Payment button.
   
   The Payment Details popup will be displayed.
   
6. Select a Payment Method.
   
7. Select a Payment Type.
   
8. If you selected the Specify amount option, enter a payment amount.
   If Full amount is selected, the Payment Amount field will automatically show the outstanding balance.
9. If you selected the Credit card or Check payment method, enter the details of the credit card or check.
10. If you selected the Bank Transfer, Telephone, Check or In Person payment methods, the Payment Details popup will also contain a Mark this payment as already confirmed checkbox.
    
    Tick the checkbox if you have already received the payment you are recording.
11. Click Ok.
    • If Credit Card was selected as the payment method, Business Hub communicates with the payment gateway to process the payment.
    • The payment is automatically recorded with a timestamp and is listed under the Payments tab along with the payment method, payment amount and current payment status.