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. Open an order that has a balance due above zero.
2. Click the Pay button. The Apply Payment dialog opens.
3. Select the Payment Method from the dropdown, enter the payment amount and any method-specific details, then click Submit Payment.
Cash
1. Select Cash from the Payment Method dropdown.
a. Payment Amount – The amount the customer is paying.
b. Cash Received – The amount of cash received from the customer. The system can calculate change based on the difference between cash received and the payment amount.
c. Payment Notes – Optional notes for the transaction.
2. Click Submit Payment.
Check
1. Select Check from the Payment Method dropdown.
a. Payment Amount – The amount the customer is paying.
b. Check Number – The check number from the check.
c. Payment Notes – Optional notes for the transaction.
2. Click Submit Payment.
Credit Card (Integrated)
Credit Card (Integrated) allows you to process credit card payments directly through CoreBridge using a supported payment integration (for example, Fiserv US). Integrated methods are configured under Settings / Accounting / Payment Methods in the Payment Integrations section.
1. Select Credit Card (Integrated) from the Payment Method dropdown.
a. Payment Amount – The amount the customer is paying.
b. Credit Card Information – Enter the card number, expiration date, CVV, cardholder name, and any required address or email fields. Fields marked with a red asterisk are required.
2. Click Submit Payment.
Credit Card (Non-Integrated)
Use Credit Card (Non-Integrated) when the card is processed outside of CoreBridge (for example, through a separate terminal or processor). You record the payment in CoreBridge for your records.
1. Select Credit Card (Non-Integrated) from the Payment Method dropdown.
a. Payment Amount – The amount the customer is paying.
b. Card Type – Select the card type (e.g. Visa, Mastercard) from the dropdown.
c. Card Last 4 Digits – The last four digits of the credit card number.
d. Name on Card – The name of the cardholder.
e. Payment Notes – Optional notes for the transaction.
2. Click Submit Payment.
Custom Payment Method
Custom Payment Methods are created in Settings / Accounting / Payment Methods under the Custom section. They are used to record payments made outside of the standard methods (e.g. wire transfer, money order).
1. Select your Custom Payment Method from the Payment Method dropdown (it appears with the name you gave it in settings).
a. Payment Amount – The amount the customer is paying.
b. Enter any reference number, ID, or Payment Notes that your custom method requires.
2. Click Submit Payment.
eCheck (Integrated)
eCheck (Integrated) is available when you have a supported integration (such as Fiserv US) enabled for eCheck. Configure and enable it under Settings / Accounting / Payment Methods in the Payment Integrations section.
1. Select eCheck (Integrated) from the Payment Method dropdown.
a. Payment Amount – The amount the customer is paying.
b. Checking / Savings – Select whether the payment is from a checking or savings account.
c. Routing Number – The 9-digit routing number for the financial institution.
d. Account Number – The bank account number.
e. Account Holder's Name – The name on the account.
f. Payment Notes – Optional notes for the transaction.
2. Click Submit Payment.
In-Store Credit
1. Select In-Store Credit from the Payment Method dropdown.
a. In-Store Credit Available – If the customer has in-store credit, the available amount is shown here.
b. Payment Amount – The amount to apply. The system will reduce the customer's in-store credit balance by this amount.
c. Payment Notes – Optional notes for the transaction.
2. Click Submit Payment.
Saved Payment Methods
When taking a payment, you may have the option to save the payment method for the customer. Saved methods can be reused for future payments.
1. Select Saved Payment Methods from the Payment Method dropdown.
2. Enter the Payment Amount and select which saved payment method to use.
3. Click Submit Payment.