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.

Table of Contents:

To record a payment from the contact record...

  1. While viewing the contact record, click on the Order tab
  2. Click the Add Payment button
  3. Choose the invoice to pay. 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. Note: Select credit card (charge now) to process the credit card payment immediately through Infusionsoft.  For future billing dates use Payment Plans.
      1. Credit Card (charge now): This is the only payment type that actually charges a credit card on file.
      2. 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.
      3. Check: Records the payment type as "Check"
      4. Cash: Records the payment type as "Cash"
      5. Money Order: Records the payment type as "Money Order"
      6. Adjustment: Records the payment type as an "Adjustment"
    4. (Optional) Enter Notes about this payment.
    5. (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.
  5. Click the Apply Payment button to save the payment and apply it to the invoice.

To 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. 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 Infusionsoft when you record the payment.
      1. Credit Card (charge now): This is the only payment type that actually charges a credit card on file.
      2. 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.
      3. Check: Records the payment type as "Check"
      4. Cash: Records the payment type as "Cash"
      5. Money Order: Records the payment type as "Money Order"
      6. Adjustment: Records the payment type as an "Adjustment"
    4. (Optional) Enter Notes about this payment.
    5. (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.