Insites Docs Instance EcommerceOrdersManaging Order Payments

Managing Order Payments

Last updated on April 07, 2025.

This document provides instructions for tracking and managing payments associated with an order. It covers the following topics:

  • Adding an order payment
  • Updating an order payment
  • Deleting an order payment

Adding an order payment

To add an order payment:

  1. Navigate to Ecommerce from the main menu.
  2. Select Orders.
  3. Find the order to which you want to add an order payment and select View.
  4. Navigate to the 'Payments' tab.
  5. Select ADD PAYMENT.
  6. Fill out the form for adding a payment.
  7. Select ADD PAYMENT.

These are the input requirements for adding a payment to an order:

Input Label Type Required Description
Date and Time DateTime Field Yes Date and time the payment was made.
Status Dropdown Field Yes

The status of the order payment. Options include the following:

  • Paid
  • No Charge
  • Pending Funds
  • Declined
  • Refunded
  • Failed
  • Other
Source Dropdown Field Yes

The payment source. Options include the following:

  • BPAY
  • Cash
  • Cheque
  • Credit Card
  • Crypto Currency
  • EFT
  • On Account
  • Other
  • Payment Gateway
  • Paypal
  • Premium Funding
Payment Amount Numeric Field Yes The amount of the payment made.
Notes Text Area No Notes regarding the payment.

Updating an order payment

To update an order payment:

  1. Navigate to Ecommerce from the main menu.
  2. Select Orders.
  3. Find the order containing the payment you want to update and select View.
  4. Navigate to the 'Payments' tab.
  5. Find the payment you want to update and select its Edit row action link.
  6. Make your changes.
  7. Select SAVE.

Deleting an order payment

To delete an order payment:

  1. Navigate to Ecommerce from the main menu.
  2. Select Orders.
  3. Find the order containing the payment you want to delete and select View.
  4. Navigate to the 'Payments' tab.
  5. Find the payment you want to delete and select its Delete row action link.
  6. Finalize the payment deletion using the confirmation modal.
Have a suggestion for this page?

Didn't quite find what you are looking for or have feedback on how we can make the content better then we would love to hear from you. Please provide us feedback and we will get back to you shortly.