View a payment
The search pane to the left displays a list of payments. The list of payments can be filtered by entering a search term in the SO Number field or the Customer field. Click the Advanced Search button to search by amount, date, method, or posted status. To open and view a payment, double-click the payment in the search pane.
Once a payment is open, the details of the payment will be displayed. The Direct Funds field displays where the funds will be deposited when exported to the accounting system.
Take a payment
Delete a payment
Refund a payment
Some aspects of the Payment Viewer module can be customized by opening the module, clicking the Tools menu, and then selecting Module Options.
- The data required to process a payment can be customized in the Credit Card Requirements section.
- Credit card number must be valid
- Security code (CV2 #)
- Name on card
- Billing address
- Billing postal code
- Billing country code