Changing an Order's Status to Paid

Admin: Corporate Admin
Page: Sales > Orders > Order Detail
URL: [CLIENTID].corpadmin.directscale.com/Corporate/CRM/OrderDetail?order=[ORDER_NUMBER]&id=[ASSOCIATE_ID]

In 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

  1. Click the Pay Now button.

    Pay Now button

    The Pay Order pop-up window opens.

    Pay Order pop-up window
  2. In the pop-up, update the Payment Amount, if necessary.

  3. Select the Payment Method.

    There are different payment methods listed:

    • No Payment - If the order hasn’t be paid.
    • Offline Payment - To keep the status as Pending Processing. If you’d like to update to a “Paid” status, then select Cash Deposit.
    • 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 to add a credit or debit card; otherwise, click Pay Now.

Adding a Payment Method

  1. If you need to enter a credit or debit card number, click the Add Payment Method button.

    Add Payment Method button

    The Add Payment Method pop-up window opens.

    Add Payment Method pop-up window
  2. In the pop-up, enter the card details and billing address.

  3. Click the Save Card button to add the card.

    Save Card button

Paying

  1. Once all details are complete, click the Pay Now button.

    Pay Now button

The pop-up closes and the order’s status changes to “Paid”.

Paid status
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