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AudienceView Documentation

Using Multiple Payment Methods

You can apply multiple payments to a single order. However, if there is more than one payment method that uses an External Payment Gateway, only one of these payments can be processed at a time. For example, if you want to add a debit card and a credit card payment to an order, you must add the first payment, save your changes and then add the second payment. Since this requires you to save the order with an outstanding balance, you must have the appropriate permissions to save an underpaid order. Speak to your system administrator for more information.

If the payments are to happen based on a schedule, refer to Scheduling Payments.

To apply multiple payments, complete the following:

  1. Open the Customer Services application from the AudienceView Desktop.
  2. Select the Order tab.
    The Order|Search page appears.
  3. Search for and select the order that you want to work with. For more information, refer to Searching for an Order.
    The Order|Summary page appears.
  4. Click 'Add Payment'.
    The Payments dialog box appears.
  5. Select the payment method from the 'Payment Method' dropdown.
    The Payments dialog box refreshes to display applicable information. The default 'Payment Amount' is the amount owing on the order.
  6. Enter the 'Payment Amount'.
  7. Complete the payment details or swipe the card if applicable.
    For more information on specific payment methods, refer to:
  8. Add additional notes about the payment using the 'Memo' field.
  9. Click 'Add Payment'.
    The Payments dialog box closes and the Order|Summary page becomes active. The unprocessed payment is added to the order.
  10. Choose an option:
    If you added Then
    a Local Payment (cash, cheque, account or gift certificate/card payment), To add additional payments, repeat the process from Step 1.
    To save your order, continue to Step 11.
    a payment method that uses an External Payment Gateway (credit/debit cards), go to Step 11.
  11. Click 'Apply' or 'Create'.
    If the payments do not cover the entire balance due, the application warns you that there is still a balance due on the order.
  12. Click 'OK'.
    The application confirms that the order was updated.
  13. For every additional payment that you want to make, repeat the process from Step 4. If the remaining balance is to be paid at a later date, you can select the date that the balance is due from the 'Balance Due Date' field.