Add a new payment method before converting a quote to an order

You can add a different payment method to a quote before converting the quote to an order. You can either select an existing payment method or create a new payment method.

1. In the Convert to Order screen, under the Payment Methods panel, click Add.
2. The Payment Method dialog box is displayed. Perform either of the following steps:
   • From the Existing Method drop-down list, select a payment method from the drop-down list. This drop-down list displays the payment methods available for the customer. After the payment method is selected, the details of the payment method are automatically populated.
   • Select the payment type from the Payment Type* drop-down list. Enter the details of the payment method, as appropriate, based on the payment type selected, as described in the following table:

     Payment Type

     Description

     Credit Card

     • From the Credit Card Type* drop-down list, select the type of credit card, for example, VISA, MasterCard, and so on.
     • In the Name On Card* box, perform either of the following steps:

       - If a single box is displayed, enter the name of the credit card holder as displayed on the credit card.

       - If two boxes are displayed, enter the first name and the last name of the credit card holder as displayed on the credit card.

     • In the Credit Card No* box, enter the credit card number.
     • From the Expiration Date* drop-down lists, select the expiration month and expiration year of the credit card.
     • To define a different billing address for the credit card, click the Edit hyperlink in the Billing Address panel.

     Customer Account

     In the Customer Account No* box, enter the account number of the customer to which the amount will be charged.

     Other

     In the Payment Reference1*, Payment Reference2, and Payment Reference3 boxes, enter the payment reference number information.

     Gift Card

     • In the SVC Card #* box, enter the stored value card number.

     In the Payment Reference1, Payment Reference2, and Payment Reference3 boxes, enter the payment reference number information.

     Store Value Card

     • In the SVC Card #* box, enter the stored value card number.

     In the Payment Reference1, Payment Reference2, and Payment Reference3 boxes, enter the payment reference number information.

     Note: * indicates that the field is mandatory.
3. Click Confirm.