Overview
Sellercloud allows you to record incoming payments applied to orders and submit them to the relevant gateways for further processing. You can make a payment by check, credit card, or manually. Sellercloud also offers an option to generate a payment link that you can send to customers and capture the payment through Waytopay.me. Read more about how it works and how to configure Waytopay.me with your Sellercloud account here.
Make a Payment
To apply a payment to an order:
- Go to Orders > Manage Orders > Open the order.
- From the Toolbox, select Payment.
- In the Payments panel, click the card icon to add a new payment.
- Select the appropriate Operation Type. For more information about each payment type option, see the subsections below.
Pay via Credit Card
- In the Operation Type field, select one of the following options.
OPERATION TYPE DEFINITION Credit Card Post Authorization Use this option to authorize and capture the payment. New Credit Card Authorization Use this option to authorize the payment without capturing. New Credit Card Charge Select to apply a one-time payment. - In the Amount field, enter the payment amount. By default, the amount entered is the Order’s remaining due.
- In the Name on Card field, enter the name of the cardholder.
- Specify the card details: Card Number, Expiration Date, and CVV
- Click the blue arrow to proceed with the payment.
- Enter the Ship To and Bill To information.
- Click the Green Frag icon to complete the process.
Pay through PayPal Service
- In the Operation Type field, select the Receive Manual Payment option.
- In the Amount field, enter the cost to be applied. By default, the amount there is the Order’s remaining due.
- Click on the Payment Method field, and select PayPal.
- To complete the process, click the Receive Payment button.
Receive Check
Wholesale customers are invoiced periodically for orders placed in a given time period. Often, the customer will pay by check. Sometimes the balance will be paid in full, while other times it will only be a partial payment. You can apply such a payment either individually or in bulk.
Individually
- In the Operation Type field, select the Receive Check option.
- In the Amount field, enter the cost to be applied. By default, the amount there is the order’s remaining due.
- In the Check Number field, enter the number of the associated check.
- To complete the process, click the Receive Payment button.
In Bulk
You can also apply the check payment to multiple orders at once. The payment will be applied to the oldest order first, with the balance applied to more recent orders in chronological order. Here’s how:
- Navigate to Orders > Manage Orders.
- Filter your orders to the customer. For example, you can add filters such as “Username” and payment status “Partial or No Payment.” Select the order date range and press Search.
- Select your desired orders from the grid.
- Open the action menu and select Manage Payments > Receive Payments.
- On the following page, edit the Total Amount field to the amount on the check.
- Enter a check number in the Reference Number field.
- Click Receive Payment.
- The check payment will be applied to the orders, from oldest to newest. The payment details will be recorded on each order.
Receive Manual Payment
- In the Operation Type field, select the Receive Manual Payment option.
- In the Amount field, enter the cost to be applied. By default, the amount there is the order’s remaining due.
- In the Payment Method field, indicate the way in which the current payment has been received.
- You can also add an associated reference (optional).
- To complete the process, click on the Receive Payment button.
Display Payments Applied to Order
To review the list of payments applied to an order:
- Go to Orders > Manage Orders > Open an order.
- From the Toolbox, select Payment.
- You can see all payments in the Payments panel.
Set Other Payment Methods
To adjust payment options at the company level, follow the steps below.
- Go to Settings > Companies > Manages Companies > company >Toolbox >Payment Settings.
- In the Edit mode, select the required options, and click Select/Edit Processor to add more card processors, or remove those which will no longer be used.
For more information on adjusting payment processors, refer to the Payment Settings Configuration article. - Indicate the options to be applied when processing a payment. Find the definitions of those options in the table below.
CARD PROCESSING OPTION DEFINITION Pre-Authorize Cards At Checkout (Charge When Shipped) Select this option to carry out the pre-authorization check of the card upon checkout. The card will be charged once an order is shipped. Charge Full Amount To Cards At Checkout The card will be charged during checkout. Require CVV Code During Check-Out Select this option to require users to enter the card’s CVV code. - Select the card types to be accepted for payments, and enter the transaction fees to be applied per method as necessary.
- Save.
Understanding order payments
Payments for orders are handled automatically from a third party market place, or can be entered manually for phone, email, or wholesale orders. Amazon orders come into the system marked as paid since Amazon handles the payment from the customer completely, whereas eBay orders are handled by Paypal or other processors. It is possible for eBay orders to initially download as Unpaid, and have payment applied at a later date. Sellercloud verifies that eBay orders are paid by matching the eBay orders with the corresponding Paypal (or other processors) transaction ID. As a side note: Unpaid eBay orders will download without the Ship To address. This is because Sellercloud uses the finalized address from the payment record, rather than what is supplied by eBay. When the payment record is pulled in the Ship To address will update.
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Adding payments to orders
Sellercloud can record payments, and submit credit and debit card payments for processing. When entering the payment, you can change the payment date to reflect an earlier or later date. This is often used when processing a payment paid with a check.
- You must check Allow to enter payment date for Orders in Client Settings.
- The payment date fields is right under the payment amount field on the Receive Payments page.
Cash
- Go to the order and click Select an Action > Receive Payments.
- Go to Select an Action > Receive Manual Payment.
- Select Payment Type > Cash.
- Enter amount and click Submit.
You can select other types of manual payments by clicking on the Payments Type drop-down menu
Check
- Select Receive Payments > Receive Check.
- Change the payment date if applicable.
- Enter Check Number > Submit.
New credit card charge
Credit card charge actions:
- CC Process— used to authorize and capture payments
- Post Auth— Captures the payment
- CC Auth— Authorizes payment without capturing
Initiating a credit card charge:
- Select Receive Payments > Credit Card.
- Enter credit card information > Submit. The charge will be processed.
Read about configuring payment gateways to allow credit cards for website or manual orders.
Other types
Set to receive other payment types from the setting page. Open tool box and select Payment Types. Configure to allow desired payments.
