Add A Payment To An Existing Order

Tutorial: http://fast.wistia.net/embed/iframe/274cbh55y2?popover=true

To record a payment from the contact record...

• 1. While viewing the contact record, click on the Order tab

  2. Click the Add Payment button

  3. Choose the invoice to pay. Note: Only invoices with a balance due will appear in the drop-down.

  4. Enter the payment details

     1. Amount: Enter the payment amount. This can be a partial payment or the total balance due.

     2. Date: Enter the payment date (usually today's date.)

        1. Payment Type: Select a payment type from the drop-down. Note: Select credit card (charge now) to process the credit card payment through Infusionsoft when you record the payment.

        2. (Optional) Enter Notes about this payment.

        3. (Optional) Apply to Commissions: This is set to Yes by default, which means the system will automatically calculate and apply referral partner commissions to this order. Choose No if the lead and/or sale partners are not eligible for commissions on this order.

     3. Click the Apply Payment button to save the payment and apply it to the invoice.

To record a payment using the Enter a Payment feature...

1. Go to E-Commerce > Orders

2. Hover over Orders and click on Enter a Payment.

3. Enter the name of the contact and click OK.

4. Choose the invoice to pay. Note: Only invoices with a balance due will appear in the drop-down.

5. Enter the payment details.

   1. Amount: Enter the payment amount. This can be a partial payment or the total balance due.

   2. Date: Enter the payment date (usually today's date.)

   3. Payment Type: Select a payment type from the drop-down. Note: Select credit card (charge now) to process the credit card payment through Infusionsoft when you record the payment.

   4. (Optional) Enter Notes about this payment.

   5. (Optional) Apply to Commissions: This is set to Yes by default, which means the system will automatically calculate and apply referral partner commissions to this order. Choose No if the lead and/or sale partners are not eligible for commissions on this order.

6. Click the Apply Payment button to save the payment and apply it to the invoice.

Cancel Recurring Payments

1. Select recurring payment to cancel

2. Find how its being paid (paypal, credit card, direct debit etc)

3. Find which service/site its associated with

4. Open Recurring Payments spreadsheet in Dropbox>Admin>Recurring Houses & Credit cards

Cancel through website

1. Log into site, find account details

Cancel through Pay Pal

1. Log into Paypal

2. Search for payment (date search)

3. Click on payment name and then click My Pre-approved Payments

4. Click Cancel

5. Once cancelled, change name on Recurring Payments Spreadsheet to red and make note of date cancelled

Credit or Price Adjustment

You will generally issue a credit or apply a price adjustment against an unpaid order balance. If the customer has already submitted a full or partial payment, then you will need to issue a void, refund, or manual refund. If the credit or adjustment is part of a refund request, then you will apply the credit as you go through the refund process.

Credits/adjustments are recorded as payments. You can pull up a list of them through the payments report (E-Commerce > Reports >Payments Report.)

1. While viewing a contact record, click on the Order tab

2. Click on the name of the order to open it

3. Click the Add Payment button

• Amount: Enter the credit / adjustment amount). This amount will be deducted from the remaining balance due amount.

• Date: Enter the date (usually today's date.)

• Payment Type: Select Adjustment, Credit, or Refund from the dropdown.

• (Optional) Enter Notes about the reason for the adjustment. Common reasons may include a price adjustment, a courtesy credit for a service issue, etc.

• (Optional) Apply to Commissions: Choose No to prevent the price adjustment/credit from updating referral partner commission

4. Click on the Save button to apply the adjustment to the invoice

Note: If you automatically email invoices upon successful payments (E-Commerce > Settings > Orders > Billingsection), then the customer will receive an invoice notification when you save the adjustment.

Enter the Payment Information

Payment Plan Adjustments

1. Locate customer's account

2. Click Orders tab

3. Click on the name of the order to open it

3a. To edit monthly payment amount you will need to adjust the purchase price

3b. To edit number of payments select edit payment plan and make adjustments

4. Try and run the card first for the amount agreed on

5. If it goes through, update her pp and send confirmation email with next couple of dates and amounts

6. If it doesn't go through send link to confirm card

7. Once confirmed go through 4 and 5 again

NOTE: Each situation may be different. You will need to determine what actions to take based on the scenario. The payment plan is calculated by the purchase price and the number of payments. Changing the purchase price will also adjust past payment amounts and will apply monies already paid to each payment.

If you have adjusted the cycles as well as the money withdrawn per month but the dates that the client gets billed is still out of date, what you need to do is go into editing the payment plan and change the initial payment plan start date. You may have to pay around with the dates a little to get it up to date but that's the only way at this stage that we have been able to change those date.

Delete Order

When and why: When someone Orders and it their card is declined (and they do not re-order)

OR they order and their card is declined and then re-order and it is processed.

We then have an order in our system that is NOT technically and order at all. It is just a failed order.Or we have a failed order AND their order they is processed, so it shows up as a duplicate order in our system.

With way it says that person owes us money but the failed order needs to be deleted

Duplicate order:

In this instance, the order the failed to process funds needs to be deleted completely and the outstanding amount removed from their account so it does not show up as an outstanding balance - it needs to be recorded in their notes what, when and who deleted the order. (Locate order > Click Delete)

Declined or Failed order:

If someone orders a product or program for the first time (this does not relate to recurring payments or subscriptions):

• Delete first failed purchase

• Make sure they're linked to campaign: Millionaire Mindset Experience > Failed Purchase campaigns (appropriate for the product they purchased, either PP or PIF)

• They'll get an email for them to re-try their purchase

How to delete an Order:

1. Open up contacts details in IF

2. Click on Orders in the Tab under the clients details

3. Under Recent Orders - Click the Order that has a paid balance of 0.00

4. Scroll to the base of the page and click delete

Cancel recurring payments

When someone pays off a payment plan early, or there is a reason we need to cancel it (paid another way perhaps). For details go here to Cancel Recurring Payments page

Double check with the Subscriptions - as the payment could be entered in there and still deduction money.

Refunds and Cancellations ISCA

When and ISCA coach asks for a refund or wants to cancel

1. Email them with the terms and conditions

~~~~~~~~~~~~~~

Dear NAME

Thank you for your email and for taking the time to write to us to explain your situation (PERSONALIZE this part specifically for the customer)

Please note as per the terms and conditions you agreed to upon registering for the ISCA program we do not allow cancellations. Please read item 4 regarding cancellations and advise what you’d like to do in this circumstance.

http://www.inspiredspiritcoachingacademy.com/terms-conditions/

You can also find more information here about what to do if your circumstances change:

https://sandyforster.customerhub.net/money-faq

Once you have had the opportunity to review these, please get in touch with us and confirm what you would like to do to moving forward as we can defer or transfer you to a future program that suits. (PERSONALIZE for customer if necessary)

Kind Regards,

Refunds

Apply payment not linked to account

1. Locate customer's account

2. Click Orders tab

3. Select Add Payment button

4. Select from the drop down the invoice the payment needs to be applied to

5. Click OK button

6. Enter the paid amount, date paid, payment type and comments

7. Select the Apply Payment button

8. Go back to customer's account and verify Bal Due is correct amount

Manually Send An Invoice

Order invoices are emailed automatically when:

• • Purchase is made through the Shopping Cart (if you have turned on the Order Receipts through E-Commerce > E-Commerce Setup > Payment Options > Receipts.)

  • A purchase is made through an order form or the order form wizard (if you've marked the checkbox to Send the customer an email with an attached invoice as soon as they order.)

  • A payment is made through an auto charge or manually (if you've set Email invoices upon successful payment through E-Commerce > Settings > Orders (in the Billing section.)

You can also manually send an invoice when a customer requests it, you want to send an invoice for an unpaid order, or if you are not automatically sending invoices upon successful payment.

• 1. While viewing a contact record, click on the Order tab.

  2. Click on the name of the order to open it.

  3. Scroll down to the bottom of the order and click on the Send Invoice button.

  4. Verify the information you would like to send.

  5. Choose an invoice and click on the Send Invoice(s) button.