Order payment information screen

You can view the payment information related to an order, including the methods of payment, charge sequence, and collection amounts.

Payment transactions can be in any one of the following states:

The order header field descriptions can be referred from the Order table details.

Table 1. Order payment information screen, payment information
Actions Description
Add Payment Type This action takes you to the Add Order Payment Information Screen screen.
Create Credit Memo This action takes you to the Create Credit Memo Screen screen where you can create credit memos for the payment types.
Create Debit Memo This action takes you to the Create Debit Memo Screen screen where you can create debit memos for the payment types.
View Collection Details This action lets you view the Order Collection Details Screen screen where you can view the collection details for the order.
Fields
Payment Rule The payment rule used for invoicing, settlement, and collection.
Total Adjustments The total adjustments made to the amount after credits and debits have been taken into consideration.
Total Collected The total amount of the order that has been collected.
Open Authorized The amount that has been authorized.
Total Refunded The total amount of the order that has been refunded.
Total Cancelled The total amount of the order that has been cancelled as a result of cancelling the order lines.
Funds From Return The total funds that can potentially be transferred from the return that originated the exchange.

The funds from the return are broken down as follows:

  • Total Transferred: The total of the funds that have been transferred from the return.
  • Pending Transfer: The total of the funds that have not yet been transferred from the return.
Note: This field is only displayed for exchange orders.

The payment information can have the following fields if a payment type has been defined.

If the payment type displayed is in the credit card payment type group the following fields are defined:

Table 2. Order payment information screen, credit card
View Icons Description
Address Details Address Details - This icon takes you to the Organization address details screen where you can view the Bill To address on this credit card.

This action is only available when you have specified an override bill to address for this credit card.

Actions
Modify If the payment method is incomplete, this action lets you modify payment information in the Modify Order Payment Information screen.
Charge This action lets you charge the payment amount in the Charge Screen screen.
Authorize This action lets you authorize the payment in the Authorize Screen screen.
Refund This action lets you refund the amount in the Refund Screen screen.
Delete This action deletes the payment information belonging to a certain payment type. An alert window pops up confirming the deletion of the payment type. Click OK and the payment type is deleted.
Fields
Payment Type The payment type. For example, Credit Card.
Charge Sequence When multiple payment types are specified, Charge Sequence specifies the default payment type.

For example, if a Buyer uses a gift certificate and a credit card, by specifying the Charge Sequence of gift certificates as 1 and credits cards as 2, you can collect against any gift certificates before the credit card is collected against.

Note: The charge sequence configured for this payment type overrides any value entered in this field. However, if two configured charge sequences have the same sequence number, the value entered in this field is used as a tie breaker.
Collected Amount The amount of the order that has been collected against this payment type.
Refunded Amount The amount of the order that has been refunded against this payment type.
Credit Card # The credit card number.
Note: Credit Card numbers are displayed with asterisks (*) for all but the last four digits.
Unlimited Charges Select Unlimited Charges if the payment type has no charge limit.
Authorized Amount The amount that has been authorized to collect with this payment type.
Expiration Date The expiration date on the credit card.
Max Charge Limit The maximum amount this payment type can be charged.
Awaiting Collections The amount waiting to be collected against this payment type.
Credit Card Type The type of credit card, such as VISA or MasterCard.
Awaiting Authorizations The amount waiting to be authorized.
Name On Card The name exactly as it appears on the card.
Payment Type Status This field provides the current status of the payment type.
Suspended for Charge If selected, payment collections are frozen, but refunds can still be performed for the specified payment type. Reactivate payment collections by choosing Active.
Suspended for Charge and Refund If selected, payment collections and refund credits are frozen for the specified payment type. Reactivate payment collections and refunds by choosing Active.
Active If selected, payments can be collected and credits can be refunded for the specified payment type.

The actions and the payment type status are the same in all the panels. However the primary information for each payment type differs.

Table 3. Order payment information screen, customer account
Actions Description
For the list of actions refer to the Order Payment Information Screen, Credit Card table.
Fields
Payment Type The payment type. For example, Credit Card or Check.
Charge Sequence When multiple payment types are specified, Charge Sequence specifies the default payment type.

For example, if a Buyer uses a gift certificate and a credit card, by specifying the Charge Sequence of gift certificates as 1 and credit cards as 2, you can collect against any gift certificates before the credit card is collected against.

Note: The charge sequence configured for this payment type overrides any value entered in this field. However, if two configured charge sequences have the same sequence number, the value entered in this field is used as a tie breaker.
Collected Amount The amount of the order that has been collected against this payment type.
Refunded Amount The amount of the order that has been refunded against this payment type.
Customer Account # The Buyer's account number.

If encryption is turned on, the Customer Account number field displays asterisks (*) for all but the last four digits, unless you have the necessary permissions.

Unlimited Charges Select Unlimited Charges if the payment type has no charge limit.
Authorized Amount The amount that has been authorized to collect with this payment type.
Customer PO # The purchase order number placed for the order.
Max Charge Limit The maximum amount this payment type can be charged.
Awaiting Collections The amount waiting to be collected against this payment type.
Payment Reference #1 This field can be customized as needed.

If encryption is turned on, this field displays asterisks (*) for all but the last four digits of the Payment Reference number, unless you have the necessary permissions.

Payment Reference #2 This field can be customized as needed.
Awaiting Authorizations The amount waiting to be authorized.
Payment Type Status Refer to the Order Payment Information Screen, Credit Card table for the payment type status details.
Table 4. Order payment information screen, stored value card
Actions Description
For the list of actions refer to the Order Payment Information Screen, Credit Card table.
Fields
Payment Type The payment type, for example, gift card.
Stored Value Card # The stored value card number.
Note: SVC numbers are displayed with asterisks (*) for all but the last four digits.
Charge Sequence When multiple payment types are specified, Charge Sequence specifies the default payment type.

For example, if a Buyer uses a gift certificate and a credit card, by specifying the Charge Sequence of gift certificates as 1 and credit cards as 2, you can collect against any gift certificates before the credit card is collected against.

Note: The charge sequence configured for this payment type overrides any value entered in this field. However, if two configured charge sequences have the same sequence number, the value entered in this field is used as a tie breaker.
Collected Amount The amount of the order that has been collected against this payment type.
Refunded Amount The amount of the order that has been refunded against this payment type.
Payment Reference #1 This field can be customized as needed.

If encryption is turned on, this field displays asterisks (*) for all but the last four digits of the Payment Reference number, unless you have the necessary permissions.

Unlimited Charges Select Unlimited Charges if the payment type has no charge limit.

This field is not displayed if the ChargeUpToAvailable flag has been enabled in the Applications Manager.

Authorized Amount The amount that has been authorized to collect with this payment type.
Payment Reference #2 This field can be customized as needed.
Max Charge Limit The maximum amount this payment type can be charged.
Awaiting Collections The amount waiting to be collected against this payment type.
Payment Reference #3 This field can be customized as needed.
Awaiting Authorizations The amount waiting to be authorized.
Funds Available Amount of funds available on this card. This field displays 'Not Applicable' if the query to get available funds has been disabled.
Payment Type Status Refer to the Order Payment Information Screen, Credit Card table for the payment type status details.
Table 5. Order payment information screen, other
Actions Description
For the list of actions refer to the Order Payment Information Screen, Credit Card table.
Fields
Payment Type The payment type. For example, Check.
Charge Sequence When multiple payment types are specified, Charge Sequence specifies the default payment type.

For example, if a Buyer uses a gift certificate and a credit card, by specifying the Charge Sequence of gift certificates as 1 and credit cards as 2, you can collect against any gift certificates before the credit card is collected against.

Note: The charge sequence configured for this payment type overrides any value entered in this field. However, if two configured charge sequences have the same sequence number, the value entered in this field is used as a tie breaker.
Collected Amount The amount of the order that has been collected against this payment type.
Payment Reference #1 This field can be customized as needed.

If encryption is turned on, this field displays asterisks (*) for all but the last four digits of the Payment Reference number, unless you have the necessary permissions.

Unlimited Charges Select Unlimited Charges if the payment type has no charge limit.
Authorized Amount The amount that has been authorized to collect with this payment type.
Payment Reference #2 This field can be customized as needed.
Max Charge Limit The maximum amount this payment type can be charged.
Awaiting Collections The amount waiting to be collected against this payment type.
Payment Reference #3 This field can be customized as needed.
Awaiting Authorizations The amount waiting to be authorized.
Payment Type Status Refer to the Order Payment Information Screen, Credit Card table for the payment type status details.