Web Payment is a feature which allows a back-office user to pay an invoice or order on behalf of a client instead of sending an email link or login. This is used when you need to apply the payment through a redirect gateway, such as Momentus Payments. Since back-office users are not able to process a credit card payment through the normal Add Payment, you will use the Web Payment option instead. A Payment Portal configuration must be created before you can add a Web Payment. For more information about setting up a payment portal, see Payment Applications and Configuration.
When using multiple payment portal configurations, the organization parameter AR206 Value needs to be set. The Value on this parameter must be set to Prompt. This allows the back-office user applying the web payment to select, from a dropdown, the payment portal which should be used.
To apply a Web Payment:
- Open the order or invoice to be paid. This can be through the Order or Invoice windows, or via the Account or Events window.
- Highlight the order or invoice.
- Right-click and select Add > Add Web Payment. This will open the Payment Portal in another browser window.
- If you are using multiple payment configurations and the Prompt parameter has been set (see above), the Select Payment Portal Configuration window will open. Select the Payment Portal Configuration to use.
- On the payment portal select the orders or invoices you are paying, and click Continue.
- Proceed with the payment steps (these may change between portals).
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