There are several ways to record a payment in CoreBridge. You can record a payment to a single invoice or multiple invoices. You can also record an over-payment and the overage will go directly into the in-store credit account for the customer. And your customers can use their customer portal to enter payments themselves.


All of this can be done in the Sales Module of CoreBridge with the exception of payments processed through the Customer Portal.


This article covers the following topics:


In order to accept payments through the Customer Portal, you must be integrated with our partnered merchant services provider, CMS. For more information please review the following article:  CMS Integrated Merchant Services Provider


How to record a payment from the Order View page


NOTE:  You CANNOT record a multi-payment or an over-payment using this method.


Navigate to the Order View page for the invoice on which you wish to record the payment.

  1. Click on the Enter Payment button at the bottom left of the Order View page. An order payment modal will display.
  2. Select a payment type from the drop-down and then enter the necessary details. Click Submit Payment to record the payment.


Record%20Payment.png


 

How to record a payment from the Customers > Payments page


The Customers > Payments provides the most powerful tools for recording payments. From this page you can record a payment on a single invoice or multiple invoices. You can also record an over-payment from this page.

  • Over-payments will process directly into in-store credit for the customer.
  • Multi-payments CANNOT be recorded across multiple locations.

Navigate to the Customers > Payments page.

  1. Enter the customer name in the Find Customer field. All of their open invoices will populate below.
  2. Enter the payment amount in the Payment Amount field.
  3. Select one or more invoices to record the payment against using the check boxes on the left-hand side.
  4. Adjust the Payment Amount for each invoice as needed.
  5. If an over-payment exists it will be displayed at the bottom in red.
  6. After verifying your entry, click the Select Payment Method button at the bottom right of the page. A new modal will display where you can finalize the method details and record the payment.


Record%20Payment%202.png


 

How to enter a credit card (online) payment


The credit card (online) payment type is only available on the Order View and Customer > Payments pages if you are integrated with CMS.

For more information about CMS, please review the following article:  CMS Integrated Merchant Services Provider

Please be sure to review the following support article:  Credit Card Transactions - Offline vs. Online


There are two supported integrations with Complete Merchant Solutions (CMS).

  • CMS Slyce Integration – latest technology and integration
  • CMS Integration – original integration 


Posting a Payment with CMS Slyce Integration

  1. Initiate a payment from the Order or Order View page.

  2. When the Payment Type drop-down appears, choose Credit Card (online).

  3. The payment screen will appear, please input your desired payment amount.

  4. The payment screen provides you with two methods of posting a payment. 

    • One-Time – this should be chosen if you are using a new card that you do not have stored. 

      1. When selecting this method, you should type credit card number, expiration date, CVV, and zip code of the credit card. 

      2. Check Remember Card? if you wish to store a token of the card on your system so that you may use it for payments towards future orders.
    • Vault – this should be chosen if you are going to use a stored card for payment. 

      1. When selecting this method choose your preferred stored card.
        Note:  You can Add and Remove stored cards from this screen by clicking Add Card or the red X respectively. 


  5. Click the Pay button to process the payment.

  6. The Total Paid amount on the order will be updated within CoreBridge to reflect the payment you posted.

Posting a Payment with CMS Integration

  1. Initiate a payment from the Order or Order View page.

  2. When the Payment Type drop-down appears, choose Credit Card (online).

  3. The payment screen will appear, please input your desired payment amount.
    Credit%20Card%20Online.png

  4. If using a credit card reader, left-click in the Card # field and a highlighted message will appear letting you know you can now swipe the card. Otherwise you may type in the credit card number, expiration date, CVV, and billing address information directly into the fields provided.

  5. Check Store this card if you wish to store a token of the card on your system so that you may use it for payments towards future orders.

  6. Click the Submit Pay button to process the payment.

  7. The Total Paid amount on the order will be updated within CoreBridge to reflect the payment you posted.


 

How to enter a payment through the Customer Portal


If integrated with CMS, your customers can enter payments directly through the customer portal. They can enter a single payment against one or multiple invoices. The user interface is very similar to the Customer > Payments page.

NOTE:  Customers CANNOT post an over-payment through the Customer Portal.

  1. When you log into the Customer Portal, you start on the My Orders page. From here, click on the Make A Payment button. This will take you to the Order Payments page.

    Customer%20Portal%20Payment.png

  2. Select the invoices you wish to pay using the check boxes on the left side.
  3. Verify the Payment Amount for each invoice and adjust as needed.
  4. Click the Make Payment button at the bottom right of the page. A popup window will appear.

    Customer%20Portal%20Payment%202.png

  5. The Online Payment window will be different based on which CMS integration you are using. 
    • CMS Slyce Integration users will see this window. They should fill in the necessary details and click Pay to process the payment.

    • CMS Integration users will see this window. They should fill in the necessary payment details and click the Submit Payment button to process the payment.
      Customer%20Portal%20Payment%203.png

  6. Upon successful posting of the payment the Total Paid and Balance Due amounts on the order will be updated.