CoreBridge has a variety of Payment Methods to choose from to take and record payments. Understanding what options are available and how to use them is key to making the payment process as smooth as possible.
All Payment Methods can be managed in Settings / Accounting / Payment Methods.
Table of Contents
- Taking a Payment
- Cash
- Check
- Credit Card (Integrated)
- Credit Card (Non-Integrated)
- Custom Payment Method
- eCheck (Integrated)
- In-Store Credit
- Saved Payment Methods
Taking a Payment
1. To take a payment, select any order with a balance above zero.
2. Select Enter Payment located in the bottom left.
Cash
1. Select Cash from the Payment Method dropdown.
a. Payment Amount - The total amount the customer will be paying.
b. Cash Received - The total amount of cash that you receive from the company.
Note: The system will automatically subtract the payment the customer intends to make from the total cash you receive from them to calculate the change that will be owed to the customer.
c. Payment Notes - Any notes related to the transaction you would like to record.
2. Select Submit Payment.
Check
1. Select Check from the Payment Method dropdown.
a. Payment Amount - The total amount the customer will be paying.
b. Check Number - The 3-4 digit number that may be found on the top or bottom right of the check.
c. ID - The seven digit number that is assigned when the check is started.
d. Payment Notes - Any notes related to the transaction you would like to record.
2. Select Submit Payment.
Credit Card (Integrated)
1. Select Credit Card (Integrated) from the Payment Method dropdown.
a. Payment Amount - The total amount the customer will be paying.
b. Credit Card Information - Input all credit card information including the Card Number, Expiration Date, CVV, Cardholder Name, Address, and Email.
Note: All fields marked with a red asterisk will be required before submitting the payment.
2. Select Submit Payment.
Credit Card (Non-Integrated)
1. Select Credit Card (Non-Integrated) from the Payment Method dropdown.
a. Payment Amount - The total amount the customer will be paying.
b. Card Type - Select a Card Type from a pre-populated dropdown list of credit card providers.
c. Card Last 4 Digits - The last four digits of the credit card number.
d. Name on Card - The name of the cards account holder.
e. Payment Notes - Any notes related to the transaction you would like to record.
2. Select Submit Payment.
Custom Payment Method
Custom Payment Methods can be created in Settings / Accounting / Payment Methods and take record of any payments made outside of the payment methods available.
1. Select the Custom Payment Method from the Payment Method dropdown.
Note: This Custom Payment Method be displayed in the dropdown as the name you have given it in the Payment Method settings.
a. Payment Amount - The total amount the customer will be paying.
b. Custom Payment Method Reference Number - The number used by your Custom Payment Method to reference the payment taken outside of CoreBridge.
c. ID - Any identification number you would like to be recorded for the transaction.
d. Payment Notes - Any notes related to the transaction you would like to record.
2. Select Submit Payment.
eCheck (Integrated)
1. Select eCheck (Integrated) from the Payment Method dropdown.
a. Payment Amount - The total amount the customer will be paying.
b. Checking / Savings - Select whether this is a checking account or a savings account.
c. Routing Number - The 9 digit number that identifies which financial institution the check is associated with.
d. Account Number - The 9-12 digit number that identifies which bank account the check amount will be withdrawn from.
e. Account Holder's Name - The name that is on the account.
f. Payment Notes - Any notes related to the transaction you would like to record.
2. Select Submit Payment.
In-Store Credit
1. Select In-Store Credit from the Payment Method dropdown.
a. In-Store Credit Available - if the customer has any In-Store Credit that is available to be used as their selected payment method, the total amount available will be displayed here.
b. Payment Amount - The total amount the customer will be paying.
Note: The system will automatically subtract the payment amount from the total In-Store Credit the customer has currently has available to show the amount of In-Store Credit the customer will have available after the payment is made.
c. Payment Notes - Any notes related to the transaction you would like to record.
2. Select Submit Payment.
Saved Payment Methods
When taking payments, upon completion you may have the option to save the payment method used. All payment methods that are saved for the customer can be reused through the Saved Payment Methods option.
1. Select Saved Payment Methods from the Payment Method dropdown.
a. Payment Amount - The total amount the customer will be paying.
2. Select which Saved Payment Method you would like to use for the purchase.
3. Select Submit Payment.
