Add a payment to an existing order

When someone pays you offline, you may need to manually record and /or process a payment for an existing order. You can do this in one of two ways: By navigating to the contact record first and making a payment, or using the Enter a Payment feature.

Record a payment in the contact record

1. While viewing the contact record, click on the Order tab
   
    
2. Below the list of orders click the Add Payment button
   
    
3. Choose the invoice to pay and click OK. 
   
   Note: Only invoices with a balance due will appear in the drop-down.
    
4. Enter the payment details
   
   1. Amount: Enter the payment amount. This can be a partial payment or the total balance due.
   2. Date: Enter the payment date (usually today's date.)
   3. Payment Type: Select a payment type from the drop-down.  
      • Credit Card (charge now): This is the only payment type that actually charges a credit card on file. Selecting this option will process the credit card payment immediately through Max Classic. 
      • Credit Card: Manually adds a payment, but does not charge a card on file. This may be used when a card was charged with a POS system and you just want to manually record the payment on the order.
      • Check: Records the payment type as "Check"
      • Cash: Records the payment type as "Cash"
      • Money Order: Records the payment type as "Money Order"
      • Adjustment: Records the payment type as an "Adjustment"
      • For future billing dates use Payment Plans.
      • (Optional) Enter Notes about this payment.
      • (Optional) Apply to Commissions: Once a payment method is selected then this becomes available. This is set to Yes by default, which means the system will automatically calculate and apply referral partner commissions to this order. Choose No if the lead and/or sale partners are not eligible for commissions on this order.
         
5. Click the Apply Payment button to save the payment and apply it to the invoice.
   

Record a payment using the Enter a Payment feature

1. Go to E-Commerce > Orders
   
    
2. Hover over Orders and click on Enter a Payment.
   
    
3. Enter the name of the contact and click OK.
   
    
4. Choose the invoice to pay and click OK. Note: Only invoices with a balance due will appear in the drop-down.
   
    
5. Enter the payment details.
   
   1. Amount: Enter the payment amount. This can be a partial payment or the total balance due.
   2. Date: Enter the payment date (usually today's date.)
   3. Payment Type: Select a payment type from the drop-down. Note: Select credit card (charge now) to process the credit card payment through Max Classic when you record the payment.
      • Credit Card (charge now): This is the only payment type that actually charges a credit card on file.
      • Credit Card: Manually adds a payment, but does not charge a card on file. This may be used when a card was charged with a POS system and you just want to manually record the payment on the order.
      • Check: Records the payment type as "Check"
      • Cash: Records the payment type as "Cash"
      • Money Order: Records the payment type as "Money Order"
      • Adjustment: Records the payment type as an "Adjustment"
   • (Optional) Enter Notes about this payment.
   • (Optional) Apply to Commissions: This is set to Yes by default, which means the system will automatically calculate and apply referral partner commissions to this order. Choose No if the lead and/or sale partners are not eligible for commissions on this order.
      
6. Click the Apply Payment button to save the payment and apply it to the invoice.