Take-a-payment overview
Overview
Once you have taken online registrations where you did not take a payment in full you will need to update your orders as you collect payments. This can be the case when you use the "cash/check" checkout option or when you offer a payment plan. You will be able to do this from your admin dashboard with a few steps. See below to learn more.
Step 1: Go to your order details and click on the Take a Payment icon located on the top right-hand side. If you go directly to Programs and Order you will also have the option to select the Take a Payment option from the actions menu.
From "view details"
From "action list":
Step 2: Once you are in the Take a Payment screen you will manually add the amount and then will have a couple of fields to complete.
First, you will select "How would you like to take a payment", and will have three options listed below. See screenshot examples for each.
- I have already received the payment
- I want to pay with the family's available credit, you only see this option if the family has a credit in the account
- I have the payer PayPal or credit card and want to charge now
Below is a complete example using the first option " I have already received the payment", steps will be similar for all three options.
Take a Payment example:
Confirmation email:
Success confirmation page:
Email confirmation sample:
Order details, updated payment:
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Contact us
Please don't hesitate to reach out if you have any questions. Contact our support team at support@jumbula.com.
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