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Payments

The Payments Feature is used to enter payments and apply payments, credit memos and debit memos to Orders. It is also used to create credit memos and issue refunds.

Payments feature benefits include:

  • Accept online payments for event registration, donations, product purchases, subscriptions and membership dues.
     
  • If desired, accept payments for online use of PortalProdigy features such as Exchanges and Press Release.
     
  • Works with Internet merchant account payment systems and accept Visa, Master Card, American Express, and Discover credit card payments as well as online checks.
     
  • Allows for “pay on account” option.
     
  • Manages refunds and credits.
     
  • Publish payment, collection and receivable reports.

Some of the components, fields and settings of the Payments feature are:
 

  • Payment Features Management page
  • Payment Types section
  • Payment Type
     VISA
     Master Card
     American Express
     Discover
     Check
     Cash
     Money Order
     Credit Memos
     Debit Memos
  • Pay Online
  • Pay By Mail
  • Pay At Event
  • Pay On-Account
  • Address Required
  • Check Information section:
  • Check Payable To
  • Payment Mailing Address 1
  • Payment Mailing Address 2
  • Payment Mailing City
  • Payment Mailing State
  • Payment Mailing Zip
  • Payment Mailing Country
  • Automated Card Authorization
  • Credits
  • Credit Terms section:
  • Add Terms Document
  • Average Time to Process Credit
 
 
 
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