Manual Orders: Payment

Contents of this Topic: ShowHide

Overview

• This is the seventh phase of adding a Manual Order.

• This form is not visible unless a payment gateway has been configured.

• Enter payment information for orders here.

• The active fields on the screen synonymous with the Microsoft Access Form object or graphical user interface (GUI) change, based on the type of payment method used.

• Click the links across the top of the screenCustomer > Items > Billing > Shipping > Message/Notes electronic records, for internal use only, that contain additional details about program events, actions or customer information that are stored with order, customer, inventory and supplier records. Notes can be entered manually by the user or automatically entered by the program, based on parameter settings in some cases. > Custom > Payment > Summary to step through each section, or phase, of placing a manual order. Using these links, it is possible to jump between different phases, out of their normal sequence.

• Another method of navigating between phases is to use the "Continue to.." or "Back to..." buttons at the bottom of each section, however, they only follow the normal sequence of steps.  

Description of the Manual Orders: Payment Screen

Edit

• allows you to select to "left-click" the mouse on an object, usually a row in a table, in the context of Monsoon OMS documentation a logged transaction and make changes to it
• transactions processed through a payment gateway cannot be edited here

Show Pay Module

• opens the Main Menu of the Monsoon Commerce Payment Module, where electronic payment or credit transactions are processed

Log Payment-Credit

• opens the Enter Amount of Payment or Enter Amount of Credit  screens so you can manually record a transaction that was handled outside of SE/MCPM Monsoon Commerce Payment Module

Apply Store Credit

• this button is only visible if the customer has accumulated store credit

• select this button to reduce or satisfy the amount owed by the customer by deducting it from available store credit

Paid in Full/Balance Due/Credit Due

• the text and dollar amount in the upper right-hand corner of the screen reflects the current Payment Status of the order

Transaction List

• displays the details of all payment transactions for the current order, such as Date, Amount, Amount Approved, AVS The Address Verification System (AVS) is a system used to verify the identity of the person claiming to own the credit card. The system will check the billing address of the credit card provided by the user with the address on file at the credit card company., CVV Card Verification Value is a security feature for credit card or debit card transactions to provide increased protection against credit card fraud., etc.

  Date Field

  • this field contains the date the transaction occurred

  State Field

  • this field contains the type of the transaction or how it was entered, for example:

  • • Authorize - indicates that an authorization for payment was obtained from the payment gateway

    • Capture - indicates  the funds shown in the Amount field were captured at the payment gateway

    • Logged - indicates that the user manually recorded the payment information for this order or it was a PayPal payment

    • Credit - indicates that the user issued a credit to the customer's card at the payment gateway

  Description Field

  • displays a brief description of the type of transaction itself, such as:

  • • Initial credit card charges

    • Change Returned - only applies to Point of Sale orders; will have "Logged" as the State of the payment

    • Credit Card Charged

    • Credit Issued

    • Payment Received

    • Payment Applied at View Customers - will have "Logged" as the State of the payment

    • Payment Received at Manual Orders -will have "Logged" as the State of the payment

    • Store Credit Issued - will have "Logged" as the State of the payment

    • QBMerchant Sale - the payment was processed via QuickBooks Merchant Services payment gateway

    • PayPal Payment - indicates this order was paid for with funds from a PayPal account, where funds are not obtained immediately; the user should confirm the receipt of these funds before shipping the order

  Amount  Field

  • indicates the amount, in dollars and cents, that was processed as part of the transaction

  Account Number Field

  • displays the credit card account used for the transaction

  Exp Field

  • displays the expiration date of the credit card account  used for the selected transaction

  Approval Field

  • displays the code provided by the payment gateway when the authorization occurred

  Amt Approved Field

  • displays the amount approved for this transaction

  Date Aprvd Field

  • displays the date the transaction was approved by the payment gateway

  AVS Field

  • displays the Address Verification System response for the transaction

  CVV Field

  • displays the Card Verification Value code used to perform the transaction; applies to manual or POS abbreviation for Point-of-Sale. The cash register interface for use with walk-in business at "brick and mortar" stores. Used with barcode scanners and cash drawers. Sales made on the POS screen draw from the same inventory as orders imported from online stores. orders only, the program does not store CVV Card Verification Value is a security feature for credit card or debit card transactions to provide increased protection against credit card fraud. information associated with credit card payments; it will use the original transaction ID when capturing funds

  Remaining Field

  • displays the amount still available to be captured on the current order

  CAVV Field

  • the Cardholder Authentication Verification Value result code from the credit card issuer; applies only to Verified by Visa transactions

PO # Field

• (optional) enter a Purchase Order number, if this payment method is accepted by the merchant and one is provided by the customer

Terms Drop-down List

• select the payment terms to be assigned to the order

• requires the user to pre-define payment terms, such as Net30 or Net60

• refer to the Knowledge Base topic, List Maintenance, for more information

Amount Field

• displays the dollar amount processed as part of the transaction

Back to Custom Button

• click this button to return to the previous screen in the Manual Orders process

Continue to Summary Button

• click this button to move forward to the next screen in the Manual Orders process

Additional Information

Created: 3/6/12

Revised: 11/05/12

Published: 04/13/16