Managing payment methods

The Items section of the Order details page consists of payment information including payment method, date, transaction and workflow status, payment amount, as well as any existing payment transactions related to the order.

The following table describes the fields and buttons that appear in the Payments section.

Fields and Buttons Description
Add a Payment for Balance Due box Displays only if a balance is due on the order.

A balance due on an order can occur if the Auto Authorize Funds setting isn't enabled/checked in Settings > Preferences > Orders tab > Order Creation section.

Typically a payment is authorized and captured when a sales order is created.

Customer Payment Methods drop-down A drop-down list of existing payment methods.
Pencil icon ??? Edits the selected payment method by clicking the pencil icon (???).
Add button and icon ??? Adds a new payment method on the Edit Customer Payment Method page by clicking the Add button or add icon (???).
Authorize Payment (amount) Shows the amount due on the Authorize Payment button.

To capture a payment in that amount, select an existing payment method from the drop-down list and click Authorize Payment (amount).

Edit Customer Payment Method

The Edit Customer Payment Method dialog appears when you click the pencil icon (???) in the Payment section of the Order details page. The current payment method information (set as the default) appears in the fields. Here you can change or delete a payment method.

The following table describes the fields and buttons that appear when editing the customer payment method.

Note: Address format is based on country-specific rules for the included fields and their order of presentation. See Localization.
Fields and Buttons Description
Description The descriptive name for the payment method.
Method drop-down A drop-down list of available payment methods.

Note that the list of available payment methods are based on configuration set in Settings > Preferences > General > Pick Lists in the Administration module.

Default box A checkbox to set a different payment method as the default payment method.
Card Holder The name as it appears on the front of the credit card.
Card # The 15 or 16 digits on the front of the credit card.
Expiration Date drop-downs A drop-down list for the month and year when the credit card expires.
Start Date drop-downs A drop-down list for the month and year when the credit card was issued or activated. This field is optional.
Address The address lines for the billing card holder.
City The city of the billing card holder.
State The state of the billing card holder.
Postal Code The postal code/zip code of the billing card holder.
Country drop-down A drop-down list for the country of the billing card holder.
Note: Address format is based on country-specific rules for the included fields and their order of presentation. See Localization.
Email The email address of the billing card holder.
Phone The home number of the billing card holder.
Save button Saves the new payment method.
Delete button Deletes the payment method.
Cancel button Exits without saving any changes.

Add Customer Payment Method

The Add Customer Payment Method dialog appears when you click the Add button or add icon (???) in the Payment section of the Order details page. Here you can add a new payment method.

The following table describes the fields and buttons that appear when editing the customer payment method.

Note: Address format is based on country-specific rules for the included fields and their order of presentation. See Localization.
Fields and Buttons Description
Description A descriptive name for the payment method.
Method drop-down A drop-down list of available payment methods.

Note that the list of available payment methods are based on configuration set in Settings > Preferences > General > Pick Lists in the Administration module.

Default box A checkbox to select a different payment method as the default payment method.
Card Holder The name as it appears on the front of the credit card.
Card # The 15 or 16 digits on the front of the credit card.
Expiration Date drop-downs A drop-down list for the month and year when the credit card expires.
Start Date drop-downs A drop-down list for the month and year when the credit card was issued or activated. This field is optional.
Address The address lines for the billing card holder.
City The city of the billing card holder.
State The state of the billing card holder.
Postal Code The postal code/zip code of the billing card holder.
Country drop-down The country of the billing card holder (drop-down list)
Note: Address format is based on country-specific rules for the included fields and their order of presentation.
Email The email address of the billing card holder.
Phone The phone number of the billing card holder.
Save button Saves the new payment method.
Cancel button

Exits without saving any changes.