CoreBridge offers several ways to record payments. You can apply a payment to a single invoice, multiple invoices, or record an overpayment, which will automatically be added to the customer’s in-store credit account. Customers can also make their own payments directly through the Customer Portal.
All payment actions are completed in the Sales Module, except those processed through the Customer Portal.
To accept online payments through the Customer Portal, your system must be integrated with one of CoreBridge’s partnered merchant services providers. For more information, please see CoreBridge's Integrated Merchant Service Providers.
Table of Contents
- Recording Payments in the Order View Page
- Recording Payments in the Customers Payments Page
- Entering a Credit Card Payment Online
- Related Articles
Recording Payments in the Order View Page
Use the Order View page to record payments directly for a customer’s order. This section explains how to enter payment details, confirm transactions, and ensure the order reflects accurate payment information.
Note: You cannot record a multi-payment or an over-payment using this method.
Navigate to the Sales Module / Orders and select the appropriate Order.
Recording Payments in the Customers Payments Page
The Customers Payments page provides powerful tools for managing and recording payments. From here, you can apply payments to a single invoice, multiple invoices, or record an overpayment. Overpayments are automatically added to the customer’s in-store credit account.
Note: Multi-payments cannot be recorded across multiple locations.
Navigate to Sales Module / Customers / Payments.
1. Select Receive Payments tab.
2. Enter the Customer name in the Find Customer field.
Note: All of their open Invoices will populate below.
3. Select one or more Invoices to record the payment against.
4. Enter an amount in the Payment Amount field.
5. Adjust the Payment Amount for each Invoice as needed.
6. If an over-payment exists it will be displayed at the bottom in red.
7. Click the Select Payment Method button at the bottom right of the page.
Entering a Credit Card Payment Online
The Credit Card (online) payment type is only available on the Order View and Customer / Payments pages if you are integrated with a merchant services provider.
For more information, please see CoreBridge's Integrated Merchant Service Providers and Credit Card Transactions – Offline Vs. Online.
The steps below begin once you reach the payment window.
1. Select Credit Card (online) from the dropdown.
2. Select the Payment Method.
Note: This is the Integrated Merchant Service Provider.
3. Fill in the pertinent details.
4. Click Submit Payment.
Note: CoreBridge is not able to process over-payments when using the online credit card option. If you are receiving an overpayment from your customer and need to use the online credit card option as a form of payment, you will need to apply the full amount to an invoice first. You can then process a refund to an in-store credit after the online credit card payment has batched.