Payments can be recorded for invoices in the customer’s account. When a payment is created, the invoice balance is decreased by the payment amount.

Collect a payment

Payments can be used to either charge the customer’s card on file or record an amount received via cash or check offline. Card payments will charge the customer’s card on file and create a sales transaction linked to the card charge, while offline payments will create a sales transaction record without charging a card.

  1. In the Users menu, click Fencers.
  2. Click Details next to the account.
  3. On the left, click Sales.
  4. Click New Transaction, then click Payment.
  5. In the Payment Method section, select the desired payment method. To charge a customer’s card, select their card. Otherwise, to record a cash or check payment, make sure their card is not selected. If the customer does not have a card on file, then only a cash or check payment can be recorded.
  6. Enter the payment amount for each invoice.
  7. Click Save Payment.
Note

If the invoice is not already published, then collecting payment on an invoice will automatically publish the invoice.

Send an invoice to a customer and collect payment

Customers can pay invoices online with a credit or debit card.

  1. Set up your billing merchant account.
  2. Publish the invoice.

Refund a payment

Any payment can be refunded.

  1. In the Users menu, click Fencers.
  2. Click Details next to the account.
  3. On the left, click Sales.
  4. Next to the payment, click Actions, then Refund.
  5. In the Amount to Refund section, enter the amount to be refunded.
  6. Click Refund.