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