User - Payments Tab

Quick Steps:

1. Click on the User Management tab and click User Search.
2. Search for the user using either a name, username, email or account number.
3. Click on that user's username to enter that user's Profile Page.
4. Click on the Payments tab.
5. Enable checkboxes for items you wish to pay for.
6. Click on blue items for more info; click Update to save any changes.
7. if you wish to remove an item click the Remove button (no undo) to remove that item.
8. Click Proceed to Payment.
9. Review and submit payment details, then click Submit Payment Information.
10. Verify and click Confirm Payment Information.
11. Final chance to edit or cancel the payment.
12. Click Adjust for changes to the cost.
13. Process Payment: Click Process Manually or wait for automatic processing.
14. Check the transaction confirmation number and make any needed adjustments or refunds.

Step-by-Step Instructions:

1. Locate user search: Click on the User Management tab and click User Search.
2. Search for a user: Search for the user using either a name, username, email or account number.
3. Locate user profile page: Click on that user's username to enter that user's Profile Page.
4. Locate payments tab: Click on the Payments tab.
5. Select Items to Apply Payment: Enable the checkboxes for the items you want to pay for.
6. View More Details: Click on any item in blue to access more detailed information. If you make any changes, always click the Update button to save them.
7. Remove Items: To remove an item, click the Remove button. Be cautious, as there is no undo option for this action.
8. Make a Payment: Click the Proceed to Payment button. The Payments Due screen will appear.
9. Confirm Payment Details: Review the payment details on the Payments Due screen. Select the payment method from the drop-down list. Click the Submit Payment Information button.
10. Payment Confirmation: The Payments Due confirmation screen will appear. Verify all payment details and click the Confirm Payment Information button.
11. Transaction Details: This takes you to the Transaction Details screen. You can make final changes to the payment here. If needed, click the Cancel Transaction button to cancel the payment and return the items to inventory.
12. Adjust Payment (Optional): If you need to adjust the payment amount, click the Adjust button. This can be done before or after completing the transaction.
13. Process the Payment: For systems connected to a payment provider (gateway), credit card payments are processed automatically. To process manually, click the 'Process Manually' button.
14. Accepted Payment Confirmation: After processing, a transaction confirmation number will be shown. You will also have the option to make adjustments or refund the payment.