Adding a Payment to a Sales Order

Adding a Payment to a Sales Order

Overview  

This video describes the process of adding a payment in a sales order. A step by step guide can be found below the video.


Steps 

  1. Ensure the Sales Order is in Edit mode.
  2. Go to the Payment tab.
  3. Use the New button to add a new payment line.
  4. Change the Payment Type from the default, if necessary.
  5. Authorise card payment if necessary.
  6. Save the sales order.

    • Related Articles

    • Adding Split Payments to a Sales Order

      Overview This video describes how you can add more payment lines in a sales order, for example when the customer wants to split their payment over different payment methods. The video also describes how to add a part payment and then put the ...
    • Sales Order Data Import Mapping

      Information This page contains the field mapping requirements for importing existing sales orders into Khaos Control Cloud (KCC). MANDATORY FIELDS Mandatory fields vary depending on the complexity of the data you are intending to import. Notes A ...
    • Authorise Payment Stage within Sales Invoice Manager

      Overview Sales Invoice Manager (SIM) will not let you pass the Authorise payment stage without having the payment authorised. This is designed as a failsafe so that sales orders cannot be processed without being paid for or being on account. Usage ...
    • Delete a Payment from a Sales Order

      Overview If you add a payment incorrectly and wish to delete it, this video describes the process. A step by step guide can be found below the video. Steps Ensure the Sales Order is in Edit mode. Go to the Payment tab. Green select the payment line ...
    • Cancel a Sales Order

      Overview You can cancel a sales order if the customer no longer wishes to purchase the items from you. See the video to show you how to do this. There are also step by step instructions below the video. Steps Ensure the payment for the order is ...