Order Payment Methods


 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.


Make a Payment

To apply a payment to an order:

  1. Go to Orders > Manage Orders > Open the order.
  2. From the Toolbox, select Payment.
  3. In the Payments panel, click the card icon to add a new payment.Add New Payment Icon
  4. Select the appropriate Operation Type. For more information about each payment type option, see the subsections below.
    Operation Type of Payment

To manually change the date of a payment by any of the methods below, the relevant Allow to Enter Payment Date for Orders client setting must be enabled.

Pay via Credit Card

  1. 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.
  2. In the Amount field, enter the payment amount. By default, the amount entered is the Order’s remaining due.
  3. In the Name on Card field, enter the name of the cardholder.
  4. Specify the card details: Card Number, Expiration Date,and CVV
  5. Click the blue arrow to proceed with the payment.Pay for Order via Credit Card
  6. Enter the Ship To and Bill To information.
  7. Click the Green Frag icon to complete the process. Pay for Order via Credit Card

Pay through PayPal Service

  1. In the Operation Type field, select the Receive Manual Payment option.
  2. In the Amount field, enter the cost to be applied. By default, the amount there is the Order’s remaining due.
  3. Click on the Payment Method field, and select PayPal.
  4. To complete the process, click the Receive Payment button.Paypal Payment Option

Receive Check

  1. In the Operation Type field, select the Receive Check option.
  2. In the Amount field, enter the cost to be applied. By default, the amount there is the order’s remaining due.
  3. In the Check Number field, enter the number of the associated check.
  4. To complete the process, click the Receive Payment button.
    Receive Check Payment Option

Receive Manual Payment

  1. In the Operation Type field, select the Receive Manual Payment option.
  2. In the Amount field, enter the cost to be applied. By default, the amount there is the order’s remaining due.
  3. In the Payment Method field, indicate the way in which the current payment has been received.
  4. You can also add an associated reference (optional).
  5. To complete the process, click on the Receive Payment button.
    Receive Payment Option

Display Payments Applied to Order

To review the list of payments applied to an order:

  1. Go to Orders > Manage Orders > Open an order.
  2. From the Toolbox, select Payment.
  3. You can see all payments in the Payments panel.
    Payments Applied to Order

Set Other Payment Methods

To adjust payment options at the company level, follow the steps below.

  1. Go to Settings > Companies > Manages Companies > company > Toolbox > Payment Settings.
  2. In the Edit mode, select the required options, click Select/Edit Processor to add more card processors or remove those which will no longer be used.
    Payment Options ConfigurationFor more information on adjusting payment processors, refer to the Payment Settings Configuration article.
  3. 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 a 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.
  4. Select the card types to be accepted for payments, and enter the transaction fees to be applied per method as necessary.
  5. 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

  1. Go to the order and click Select an Action > Receive Payments.
  2. Go to Select an Action > Receive Manual Payment.
  3. Select Payment Type > Cash.sellercloud apply payment to orders receive manual payment
  4. Enter amount and click Submit.

You can select other types of manual payments by clicking on the Payments Type drop-down menu

Check

  1. Select Receive Payments > Receive Check.
  2. Change the payment date if applicable.
  3. 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:

  1. Select Receive Payments > Credit Card.
  2. 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.


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