If you are recording a payment against an order, you can record a non-Stripe payment / deferred payment to that order to keep your records up to date. 

RECORDING A PAYMENT FOR AN ORDER;

Record Payment as Bank Payment, Cheque, Cash, Postal Order

The 'Record Payment' option is only visible to Show Admins, even on a regular user's account. Non-admins will not see 'Record Payment' when they are logged in. 

  1. Log in as Show Admin
  2. Go to Commerce > Orders
  3. Find the order you want to record a payment against
    • Search by Order ref, payment ref, billing info, order status, email, contact name or Company name
  4. Once you have found that order, click on RECORD PAYMENT from the options on the right of the order
  5. You now have a screen open that you can enter the payment details for that order
    • Enter the method: Bank Transfer, Cheque, Postal Order, Cash
    • Enter the amount
    • Enter a reference (you can decide internally what this should be)
    • Transaction date is automatically detected as the time you record the payment, you can update this using the calendar also. 
  6. Click on PAY
  7. The payment is now recorded and you can see a reference of it on the order.
    • If not visible, click on SHOW TRANSACTIONS

IMPERSONATE A USER TO HELP THEM ENTER THEIR PAYMENT DETAILS: 

  1. Log in as Show Admin
  2. Go to the Administration section > Open USERS
  3. Search for the user by Name or by email
  4. Once you find that user, click on MORE from the options on the right > Choose IMPERSONATE
    1. You are now logged in as that person (More info on Impersonating)
  5. Click on VIEW ORDERS from their Account view
  6. Find the unpaid order > Click on VIEW
    1. You will be brought to the front end of the website, to the unpaid order
  7. You, as a Show Admin impersonating this user, will be able to see PAY WITH CARD or Record Payment. 
  8. Enter the details for the payment 
    1. Please ensure your GDPR / Privacy Policy covers you to take card details over the phone. 
  9. Once the payment is recorded, you can view it at any time on the order under 'SHOW TRANSACTIONS'