Manage Payments

SmithCart > Orders

As a store owner, collecting payment is probably the most important step in the order process. The payments page allows you to confirm you have received payment for an order or collect payment from your customer.

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Manage Payment Details

The Payments tab located on the Manage Order Details screen can be used to access payments on an order. For more info about the Manage Order Details screen, please see the Manage Order Details KB article.


To open the Order Details Screen, navigate to the admin menu in the BuyNow module and click orders.
 
 
 
 
Then, find the order you want to view and click the edit button.
 
 
 
 
 
Click the Payments Tab.
 

 

The payment grid will be displayed showing you all the payments on this order:​
 

 
 

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Adding a Payment

After a Store Order is processed, a Payment can be manually added to an Order. This is useful if your store is using the Bill Me Later payment option, accepting partial payments, processing a payment over the phone, or fulfilling Request a Quote orders. 

To add a Payment to an order click the "Add" button


 

The following Add Payment screen will be displayed:

 



If you want to process the payment thru the payment gateway check the box titled "Process Payment"

Enter all the required payment information and click the Save button when finished.
 

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Processing a Payment

The Cart allows processing and/or reprocessing of a Payment added to a Store Order. This is useful if a customer would like a transaction rerun on a Declined Payment for insufficient funds or once an Order has been fulfilled. The Add/Update Payment screen allows Payments to be processed thru the Payment Gateway configured in the Payment Gateway Setup of the store.

To process a Payment take the following steps:

  1. Navigate to the Add/Update Payment screen

    The first step to processing a Payment is navigating to the Add/Update Payment screen of an Order. The Add Payment page can be accessed using the instructions in the Adding a Payment section above. The Update Payment page can be accessed using the instructions in the Editing Payment Details section below.

     


     


  2. Enter or Review Payment Details

    The next step to adding processing a Payment is entering new or reviewing existing Payment Details. After navigating to the Add/Update Payment screen, enter or confirm the Payment Details or correct.

     


     


  3. Ready the Payment for Processing

    Once the Payment Details have been confirmed, check the Process Payment checkbox to ready the Payment for processing.

     


  4. Process the Payment

    Once a Payment is readied to be processed, click the Save button and the Payment will be processed thru the Payment Gateway configured in the Payment Gateway Setup of the store.

     

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Edit Payment Details

To edit the Payment Details of a Payment, take the following steps:

  1. Navigate to the Update Payment screen:

    Using the instructions in the Manage Payment Details section above, navigate to the Payment tab on the Store Order Details page, check the checkbox next to the Payment, then click the Edit button.
     



     

    Once a Payment has been selected from list the following Update Payment screen will be displayed:

     


     


  2. Make Changes to Payment Details

    Make the changes to the Payment Details and click the Save button to save your changes.

     

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Send Payment Received Email

After you have received or processed a payment, you can send a payment notification email to the customer to notify them.

To send a payment notification email, click the Email button and a payment notification email will be sent to the customer.
 

Note: To send the payment email the Payment Received Email Template is required to be configured. See the Email Templates KB article for more information.

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Transaction Settlement

The Payment Details page can also settle an "Auth Only" transaction.  To settle an auth only transaction, click the Settle button and a settlement request will automatically be sent to the payment gateway.
 


 

Note: Settling an Authorize Only transaction is currently only available for the Authorize.net (AIM) payment gateway. See the Credit Card Settlement KB article for more information.

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