Take a payment

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"

take-a-payment-icon

From "action list":

take-a-payment-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:

Take-a-payment-received-ammount

Confirmation email:

take-a-payment-send-confirmation-email

Success confirmation page:

take-a-payment-success-page

Email confirmation sample:

take-a-payment-email-sample

Order details, updated payment:

take-a-payment-order-history

Contact us

Please don’t hesitate to reach out if you have any questions. Contact our support team at support@jumbula.com.

Best Regards, Jumbula Support Team