Process payments for a customer

Business Hub has a built-in manual payment processor in the form of the Make Payment function under the Customer Options menu when viewing a customer. The function allows you to process payments from the customer, including cash, check, money order, bank transfer, and manually-entered card payments. The payment processor enables you to process payments across multiple invoices for a customer and supports partial payments. This feature lets you cater to customers who prefer to shop in person or over the phone, increasing your market reach.

Prerequisites

• You must have Administrator and/or Sales Manager permission to use this feature.

To manually process payments for a customer:

1. Log into your DecoNetwork website.
2. Browse to Business Hub > Customers.
   
3. Click View to open a customer account you want to make a payment for.
   

   You can also click anywhere within a customer's row to load it.

4. Click on the make payment action in the Customer Options menu.
   
5. The Make Payment popup will be displayed.
   
6. Select the invoices you want to make a payment for by ticking the checkbox for the invoice.

   You can select all invoices by ticking the checkbox in the header row.

   

   The full amount required will be populated in the Payment Amount field.

7. Optionally, change the payment amount by entering a new value in the Payment Amount field of the relevant invoice.
8. Select a Payment method.
   
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.