Introduction to the Payment Wizard

The Payment wizard can be accessed by clicking the More Commands button (...) on any Payment record. The options available to you will be different depending on the status of the payment. This article will show the different options you will see based on the payment status and provide links to more detailed instructions for each option.

Running The Wizard from an Inactive Payment

Refund Entire Amount: To refund all of the payment funds.

Unapply Some of Payment and Refund all of Unapplied Amount: If a payment has some unapplied funds and you want to also unapply more from the payment you can do so and  refund the total amount here.

Unapply some of Payment and Refund Only that amount: If you only want to refund the amount you are unapplying in the wizard at this time, but want to keep unapplied funds and others on the record use this option.

Unapply Some or All of the Payment: If you are looking to unapply to then reapply to a different order, but not refund then this is the option to select.

Unapply and Cancel Payment: If this payment is not valid and needs to be canceled use this option to first unapply from the invoice and then cancel.

Running the Wizard from a Canceled Payment

Apply Payment: If this was canceled in error you can activate and apply the payment with this option.

Refund Entire Amount: If this was cancel in error and needs to be refunded you can activate and refund the payment with this option.

Cancel the payment: This option will .......

Running the Wizard from an Active Payment with no Applied funds

Apply Payment to Order/Invoice: This will allow you to connect the payment with one or more order/invoices in your system.

Refund the entire amount: To refund all of the payment funds.

Cancel the Payment: If this payment is not valid and needs to be canceled use this option.

Run the Wizard from a Payment with both Applied and Unapplied Funds

Apply the Remainder to Order/Invoice: If the unapplied amount should be applied to an order choose this option.

Refund the Unapplied Amount: If only the unapplied amount needs to be refunded select this option.

Refund the Entire Amount: To refund all of the payment funds regardless of unapplied/applied status.

Unapply some of this payment and refund total unapplied amount: If you want to unapply additional funds and want to refund both those funds and the funds already unapplied select this option.

Unapply some and refund only that amount: If you want to keep the unapplied funds on the record but unapply payment from a different product and refund only that amount select this option.

Unapply some or all of Payment: If you want to unapply payment to apply to a different order/invoice but do not want to refund or cancel funds select this option.

Unapply and Cancel: If this payment is not valid and needs to be canceled use this option to first unapply from the invoice and then cancel.