Add payment to quote/order

The Payments Tab within a quote or order provides a comprehensive toolset for managing customer payments efficiently. Here, you can seamlessly record manual payments received from customers or initiate electronic payments on their behalf. Whether it's for full or partial payments, you have the flexibility to use various payment methods to settle quotes or orders. For added convenience, if you have configured a payment gateway, you can also process credit card payments directly within Business Hub. This tutorial will guide you through the step-by-step process of adding and managing payments, empowering you to streamline financial transactions within your DecoNetwork platform.

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 to which you want to add a payment.
   

   You can also click anywhere within a row to load the quote or order, except for 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, available payment options for the customer, and a history table of past transactions. If the order has any incomplete payments, the Show Incomplete Payments checkbox will appear.

   

   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.

   If the Show Incomplete Payments checkbox is ticked, incomplete payments will be shown in the history table. Incomplete payments are any payment attempts that were abandoned or failed for any reason. These will be highlighted in red.

   
5. Click on the Add Payment button.
   
   The Payment Details popup will be displayed.
   
6. Select a Payment Method.
   
7. Select a Payment Type.
   

   If Full amount is selected, the Payment Amount field will automatically show the outstanding balance.

   
8. If you selected the Specify amount option, enter a payment amount.
   
9. If you selected the Credit card or Check payment method, enter the details of the credit card or check.
    

   For credit/debit card payments you can specify a different payment address by ticking the Use different address for payment checkbox.

   
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 is 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.