Legacy platform

Editing a payment method

You can adjust the amount that is charged for a payment method.

Procedure

  1. Log on to the Sterling™ Call Center. The Home page opens.
  2. Go to the Payment Confirmation screen in one of the following ways:
    • If you are creating an order, follow the order creation wizard.
    • If you are modifying a draft order, search the order, and follow the order creation wizard.
    • If you are modifying a confirmed order, search the order. In the Order Summary screen, use the appropriate related task.
  3. Click Edit corresponding to the payment method that you want to modify. The Edit Payment Method window opens.
  4. Modify the appropriate details and click Apply. The payment details are updated appropriately.

    Before you save the changes, select Save Against Customer, if you want to save the payment method for the current customer. However, this option is applicable only to Check, Credit Card, and Customer Accounts.