Order Payments

Adding a Payment

If an order has an outstanding balance:

1. Open the order details.
2. Click Add Payment.
3. Select the payment method (Cash, Online, or Receipt / Transfer).
4. If Receipt / Transfer is selected, you can optionally upload a receipt image.
5. Enter the amount.
6. Confirm the payment.

The payment status updates automatically based on the remaining balance.

Accepting Storefront Pending Payments

When a customer places an order through your online storefront with Cash or Receipt / Transfer, the order is created with a pending payment. For Receipt / Transfer, the customer also uploads a receipt image at checkout.

To accept the payment after you receive the cash (or verify the receipt):

1. Open the order details. You will see the Accept Payment button in the header (instead of the usual Add Payment button).
2. Click Accept Payment.
3. Review the confirmation. For Receipt / Transfer payments, the uploaded receipt image is shown in the dialog.
4. Click Accept & Complete Payment to mark the payment as Completed.

You can also approve from the Order Payments section on the same page.

Related

• Managing Orders: View the Order Payments section on order details
• Overdue Payments: Track scheduled payments that are due
• Payment Methods: Configure which methods each store accepts