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AudienceView Documentation

Using a Customer Account to Make a Payment



A customer account can carry a balance. Some organizations may choose to put refunds into customers accounts, rather than issuing them the refund directly. If a customer has a balance in his/her account, the amount displays on the Customer|Basic page. If a customer’s account has funds, you can use the account’s funds to pay for orders, if you have the permission to do so.

If part or all of that balance is used to pay for an order, the change is not reflected until the Customer|Basic page is reloaded.

Before You Begin

Before you begin this procedure, ensure you have:

Making Payments from a Customer Account

To make a payment from a customer’s account, 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 displays.
  5. Select Account from the 'Payment Method' dropdown.
    You can only select Account if you have assigned a customer account to the order.
    The Payments dialog box refreshes to display any applicable information.

    The default 'Payment Amount' is the amount owing on the order.
  6. Verify the 'Payment Amount' and make any modifications, if required.
  7. Add additional notes about the payment using the 'Memo' field.
  8. Optionally, if the payment method has a 'Storage Type' of Saveable you can select the 'Save Payment Details' check box to save the payment information to the payment information section on the Customer|Basic page of the customer's account.
    Alternatively, if the payment information section on the Customer|Basic page has been filled out or if the customer has selected the 'Save Payment Details' check box Online, the information will automatically populate when 'Add Payment' is clicked.
  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. Click 'Apply' or 'Create'.
    A window confirms that the application updated the order.
  11. Click 'OK'.

The customer’s account is updated with the new balance. You can view the balance from the Customer|Summary page.