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Payments

The Payments menu lets you view payment transactions, such as refunds that are due.  See "Managing Order Payments" in the Orders section for more information on basic payment methods.See "Configuring Accepted Payment Methods " for information for administrators on setting up the types of payments that are accepted on the site.

Select Payments from the Store Manager menu.

The Manage Payments container provides the following information:

• Cleared date – Date payment funds cleared

• Payment date

• Payment type

• Status of Payment (captured, partially captured, manually voided, and so on)

• Dollar amount of the transaction

• Order number

• Customer name

• Description of the item

• Processor transaction ID

1. Choose a customer name by clicking the Select a Client link in the upper left.  A popup with customer names will appear.  Highlight a customer, right-click and choose Select Customer.

2. You can filter the information displayed in the Payment & Refunds screen by entering data in the drop-down and date fields and clicking Go.
   
   For example, you can sort by Status of the payment.

3. Once you have found the appropriate order/refund requests, you can approve it. Remember: Only CSRManagers or Commerce Administrators can approve refunds. 

Managing Payment Notes

Payment Notes provide a full audit trail history of a customer’s payment record. On the Manage Payments container right-click a payment record and select View PaymentNotes.

You can manually enter a note and save it with the notes associated with a particular payment.

For example, if a customer was double billed and you corrected the problem, you can enter a note in the Notes field.

When you click “Save” the note appears in the Log Message of the new record.