Admin: Corporate Admin
Page: Associate Detail > Order History > Order Detail
On an order’s Detail page you can edit the commission, cancel the order, move the order to another Associate, print the invoice, and resend the order receipt. This guide will show you the steps involved in changing an order’s status to "Paid".
Changing the Status
Click the Pay Now button.
The Pay Order pop-up window opens.
In the pop-up, update the Payment Amount if necessary.
Select the Payment Method.
There are different payment methods listed:
No Payment - If the order hasn’t been paid.
Offline Payment - To keep the status as Pending Processing. If you’d like to update to a "Paid" status, then select Cash Deposit.
- Saved Card - If a Credit Card was previously saved on file, the card will show here displaying the last four digits of the card number along with the expiration date.
Cash Deposit - If the order was paid via cash or any other third-party means (such as Venmo, PayPal, etc.).
Select Cash Deposit, if the order was paid with the Offline Payment method (and you received payment from a third-party provider such as Venmo, PayPal, etc.). Then in the Notes field, it’s recommended to type the name and transaction number of the third party used for record-keeping in the system.
Continue to the next section for the process steps to add credit or debit cards; otherwise, click Pay Now.
Adding a Payment Method
If you need to enter a credit or debit card number, click the Add Payment Method button.
The Add Payment Method pop-up window opens.
In the pop-up, enter the card details and billing address.
Click the Save Card button to add the card.
Once all details are complete, click the Pay Now button.
The pop-up closes and the order’s status changes to "Paid".