Payments(Corporate)

From ISPWiki

Jump to: navigation, search

Payment is an amount of money paid by the billing users for ordered hosting services.

The Payments module allows you to use a number of functions to manage your customers' payments. You can view detailed information about payments, edit personal data, switch to the user's billing panel, etc.

Note. This module provides information about payments from a particular customer. Information about all payments is given in the Credits/Payments module.
Module «Payments»
Image:T-back.png Back to the customers list
Image:T-bullet.gif View a list of payments
Image:T-editlist.png View detailed information
Image:T-new.png Make payment
Image:T-edit.png Edit payment
Image:T-delete.png Delete payment
Image:T-setpaid.png Process payment
Image:T-print.png Print invoice
Image:T-credit.png Print invoice
Image:T-mail-fwd.png Print invoice in PDF
Image:T-filterhappy.png Filter
Image:T-filter.png Filter the payments list
Image:T-go.png Switch to User panel

View a list of payments

  • ID - payment unique identifier.
  • Invoice number - number of the invoice.
  • Date - date when the payment was effected.
  • Payer - name of a payer a transaction is associated with.
  • Payee - payee name.
  • Payment method - method that was used when making the payment.
  • Total - total amount due.
  • Amount in native currency - currency amount. You can select a desired currency in the project module.
  • Status - transaction result:
    • In-progress - the invoice has been made out and is currently being processed by the system.
    • Pending - funds have been credited under the payment order copy, but the result is not available.
    • Paid - payment has been successfully processed and customer's funds have been credited on the provider's account.
    • Fraud - payments that are likely to result from fraudulent transactions. The funds are added back to a bank.
    • Not paid - shows whether invoice has been already paid or not.
  • Properties - shows if it is possible to get money back.
Image:p-lock.png - moneyback is not allowed. (Displayed if the "Forbid refunds" check box is selected in the Payment edit form.

Make payment

To make a payment, click the "Add" icon and fill out the form:

Module «Payments»
  • Project - select a project associated wit the service you want to pay for.
  • Payer - select a payer who will be billed.
Module «Payments»
  • Payment method - select a payment method.
  • Payment type - select a payment type:
    • Due invoices
    • Any - advance payment.
      • Description - describe the service you want to pay for.
      • Amount - enter the payment amount.
    • Add order - a new order will be created.
      • Type - select an item type.
      • Package - select a service package.
      • Period - select an order period.
      • Number - enter the number of item you want to order.
      • Special price - select the check box to apply a special price.
      • Cost - enter the cost of the new order.

Edit payment

To edit a payment, locate the payment you wish to edit, click the "Edit" icon and modify the settings you want to change.

The Basic tab

Module «Payments»
  • Invoice number - enter the invoice number.
  • Date - date and time a payment was made.
  • Payment document number - enter the number of the payment document.
  • Pay date - enter the date when the payment was made.
  • Payer - select a payer from the drop-down menu.
  • Total - total amount due.
  • Expense - provide the expense amount.
  • Currency - select a required currency.
  • Native currency amount - currency amount. You can select a desired currency in the project module.
  • Status - enter a transaction result:
    • In-progress - the invoice has been made out and is currently being processed by the system.
    • Pending - funds have been credited under the payment order copy, but the result is not available.
    • Paid - payment has been successfully processed and funds have been credited on the provider's account.
    • Fraud - payments that are likely to result from fraudulent transactions. The funds are added back to a bank.
    • Not paid - the payment has not been received by the provider.
  • Payment method - select a required payment method.
  • Forbid refunds - select the check box to forbid money back for the selected payment.

The Details tab

Module «Payments»
  • Transaction info - detailed information about the payment from the payment system.
  • Notes - provide any information related to this payment.

Delete payment

To delete a payment, select it from the list and click the "Delete" icon. Confirm that you want to delete the selected payment by clicking OK in the following form.

Note You cannot delete the payment that has been already effected.

Process payment

This function can be used for processing the payment after the payer has credited the provider's account. Select the payment and click the "Set paid" icon. Confirm that you want to make the payment by clicking OK on the following form. The payment status will change to "Paid".

Print invoice

You can view and print the required invoice. Select it from the list and click the "Print" icon.

Print invoice

You may view and print a required invoice. Select it from the list and click the "Print" icon. A new window will open. You can print the invoice using your browser's print function.

Print invoice in PDF

This function can be used to print invoices in PDF. In the Features module to activate the "Create PDF" feature by clicking the icon Image:p-on.png and in the Global settings module provide the path to the PDF converter file.

To print an invoice as a PDF document, select it and click the "Save" icon. A new window will open. You can print the invoice using your browser's print function.

Filter

You can use this function to set filter by customer. Click the "Filter" icon. After that a filter by this account will be set throughout the billing.

Once the filter is set, the list will be filtered by customer. You can clear the filter that you have previously set by clicking "Remove filter" button.

Filter the payments list

You can use the list filter to search the information about payment by specific parameters. To initiate searching, click the "Filter" icon and fill out the form. You do not need to fill out all the fields. The search can be carried out by the payment ID, bill number, period, amount, payer or payee, payment method and status.

Once the filter is set, the list will be filtered by payment. You can clear the filter that you have previously set by clicking "Remove filter" button.

Switch to User panel

Sometimes You may need to access the control panel as any user. To do so, select him from the list and click the "Enter" icon.

Once logged in, You may view and use the control panel as the selected customer.

To return to your level, use the link next to the welcome line.

Was this helpful? Yes | No
Personal tools