Adding payment information

You can add new payment information. For example, check, customer account, prepaid, etc.

1. Log in to Order Hub
2. Click Orders from the menu and search for the order that you need to modify.
3. Go to the Order details page and click the Payment information tab.
   Description of the Payment information tab.

   Field	Description
   Payment rule	The payment rule used for invoicing, settlement, and collection.
   Total adjustments	The total adjustments that were made to the amount after taking credits and debits into consideration.
   Total collected	The total amount of the order that was collected.
   Open authorized	The amount that was authorized.
   Total refunded	The total amount of the order that was refunded.
   Total canceled	The total amount of the order that was canceled as a result of canceling the order lines.
   Funds from return	The total funds that can potentially be transferred from the return that originated the exchange. Total Transferred: The total of the funds that was transferred from the return. Pending Transfer: The total of the funds that are not yet transferred from the return. Note: This field is only displayed for exchange orders.

4. To update the payment information for credit and debit memo click the overflow menu ( ) in the Payment information section.
   Field descriptions

   Field	Description
   Credit amount	Enter the credit amount.
   Debit amount	Enter the debit amount.
   Reference (optional)	Enter the reference information.
   Reason code (optional)	Enter the reason code.
   Reason text (optional)	Enter the reason text.

5. Click Save.
6. In the order details page, click Save.
   Note:

   • These actions do not go through the pending changes, so the changes made to credit and debit memo is permanent. These actions do not exist in inbound orders.
   • The amount entered in the credit and debit memo window will be reflected in Total adjustment field. The amount from credit memo will be reflected as negative value and amount from debit memo as positive value.
7. To add a new payment method, click Add payment method.
8. Fill in the details for Payment information.
   Field descriptions

   Field	Description
   Payment type	Select the payment type from the list.
   Charge sequence	Enter the charge sequence.
   Payment reference (optional)	Provide the payment reference details.
   Max charge limit	Enter the maximum charge limit.
   Unlimited charges	Select this radio button to enable unlimited charges.
   Customer account number	Enter the customer account number.
   Customer PO number	Enter the customer PO number.

9. Click Save.
10. In the order details page, click Save.
    Note: The changes to the payment information is not saved permanently to the order unless you click the Save button in the order details page. You can make modifications to the order using Actions button after saving the changes, however these actions cannot be reversed.
11. Click the overflow menu for each payment card to perform charge, authorize, refund, and delete actions.
    Field descriptions

    Field	Description
    Authorization ID	Enter the authorization ID.
    Code	Enter the code associated with this payment method.
    Expiration date	Select the expiration date.
    Processed amount	Enter the processed amount. The processed amount will be calculated towards collected amount (charge/refund) and authorized amount (authorize).
    Requested amount	Enter the requested amount. The requested amount will be calculated towards awaiting collections (charge/refund) and awaiting authorizations (authorize)
    Collection date	Enter the collection date.

    Note:

    • Charge, authorize, and refund actions are disabled when the Payment reference #1 is blank for payment type Other payment method.
    • Charge, authorize, and refund actions are also disabled if the payment type is Customer account and the Customer account # is blank.
    • The inbound orders does not have add payment information, only delete action can be performed.
12. Click Save.
13. In the order details page, click Save.
    Note: The changes to the payment method is not saved permanently to the order unless you click the Save button in the order details page.

    In the Payment information page, click the Collection details tab to view the details.

    Description of the Collection details tab.

    Field	Description
    Total collected	The amount of credit collected.
    Total invoiced	The amount that the Buyer account was debited or charged.
    Total refunded	The amount that was refunded on the order.
    Return invoiced amount	The amount that was invoiced for a return charge for an order.
    Open authorized	The amount for which authorizations were carried out.
    Open order amount	The amount that is remaining to be collected on the order.
    Total canceled	The amount for which cancellation was complete on order lines on an order.
    Funds from return	The total funds that can potentially be transferred from the return that originated the exchange. The funds from the return are broken down as follows: Total Transferred: The total of the funds that were transferred from the return. Pending Transfer: The total of the funds that are not yet transferred from the return. Note: This field is only displayed for exchange orders.