Process a card payment over the phone for an Invoice

Open the Finance > Invoices DataGrid from the main menu Update the Filters that are applied at the top of your Invoices DataGrid This will make sure your Invoice will be included in the results of the DataGrid, while also limiting the results down so that you can find your Invoice much quicker! If you do not yet have a filter in your Invoices DataGrid to only view Invoices that are Outstanding or Part Paid, click on the ‘Filters’ drop-down button to the right of the filters bar Click on the ‘+ Create New’ option Create your new filter using the following settings: Status -- Is In -- Outstanding, Part Completed Click the ‘Preview’ button to check that your filter works as you expect! If you would like to save your filter for future use, provide your filter with a name and click on the 'Save' button Your DataGrid should now only show Invoices that require payment, and you will have a new filter in your filter bar which you can toggle on/off by clicking on it Make sure that the Invoice Reference and Invoice ID are included in searches made from your DataGrid search bar Click on the arrow button attached to the right of the DataGrid Search to change which columns are referenced when you search Use the search bar for find your Invoice Searching the Invoice Reference is the most common way to search for Invoices   Review the results in your DataGrid to find the specific Invoice that you will be processing a payment against Once you have found the Invoice in the Invoices DataGrid, right-click on it to view the context menu options for this Invoice Click on the ‘View’ context menu option This will take you to a view of the Invoice Confirm the contents and the outstanding balance of the Invoice with your customer, to ensure you are looking at the right Invoice for their payment Click on the ‘Invoices’ breadcrumb link at the top-left to be taken back to your Invoices DataGrid with your filters and search criteria still in place

From your Invoices DataGrid, right-click on the Invoice you would like to make a payment against to view the context menu options for this Invoice Click on the ‘Make Payment’ context menu option This will take you to the Make Payment page for this Invoice If the customer only wishes to pay a partial amount of their outstanding balance, enter that amount into the ‘Partial payment/deposit’ box Select the method of payment and then enter the customer’s card details into the form Click ‘Make Payment’ to complete the payment You will see a confirmation page

From your Invoices DataGrid, right-click on the Invoice you would like to view the payment history for to view the context menu options for this Invoice Click on the ‘Transactions’ context menu option This will take you to the Transactions DataGrid for this Invoice, from here you can view all payments and refunds recorded against this Invoice If you do not have visibility of the information you need to see about the payment on the Transactions DataGrid, you can adjust the columns included Remove any columns that you do not need to see in your DataGrid by right-clicking on them and clicking the ‘Remove Column’ option   To add additional columns into your DataGrid to view more information for each Transaction, click on the ‘Change Columns’ button at the top right of the DataGrid results   Use the ‘+' button to add new columns in and click on the 'Apply’ button   You will now see the information you need, within your Transactions DataGrid!

This is currently not supported - we recommend pointing customers to the “My Payments” tile on the Learner Portal.