You can perform a range of actions on payment requests including viewing the details of payment requests, downloading and printing invoices, and accepting, canceling, and refunding payments.
1. Navigate to Payment Request > Payment Request List on the Navigation Menu.
The Payment Request List page is displayed. Scroll to the right to see the Actions column.
2. To view the details of a payment request, click the icon in its row, under the Actions column.
The Payment Info page showing the details of the payment request is displayed.
3. To download the invoice of a payment request, click the icon in its row, under the Actions column.
The Select language dialog is displayed.
4. Select the language in which you want to download the invoice and click DOWNLOAD.
The invoice is downloaded in PDF format and saved in the default downloads folder of your system.
5. To print the invoice of a payment request, click the icon in its row, under the Actions column.
The Select language dialog is displayed.
6. Select the language in which you want to print the invoice and click PRINT.
The invoice print preview is displayed.
7. Select the printer name and number of copies, and click Print.
The invoice is printed.
8. To accept a payment for a request, click the icon in its row, under the Actions column.
The Accept Payment dialog is displayed.
Note: You cannot accept payments for requests that are canceled and for requests for which the due date has passed.
9. Select the method of payment from the Payment Method dropdown list, enter any relevant information in the Comments field, and click SUBMIT.
The payment is accepted.
10. To cancel a payment for a request, click the icon in its row, under the Actions column.
The Cancel Payment dialog is displayed.
11. Enter the reason for canceling the payment in the Comments field and click SUBMIT.
The payment is canceled.
12. To refund payment for a request, click the icon in its row, under the Actions column.
The Refund Payment dialog is displayed.
13. Enter the reason for the refund in the Comments field and click SUBMIT.
Note: The payment will be refunded offline.
The payment is refunded.