Help logo

How To Guides

Current Lesson
Course Content
Course Content

Charges & Payments Box in the Purchase

The Charges and Payment Box in a purchase screen is broken into 5 sections

  1. Summary of purchases

  2. Details of Charges

  3. Details of Payments

  4. Statement details

  5. Transaction details


To locate it...

  1. Locate the purchase either within the Product or via the Purchases tab under Products

  2. You will be taken to the Purchase screen where you'll see the "Charges & Payments" box

    Purchase-Charges-Payments_sections

Summary Tab

Summary_tab_in_charges_n_payments

The Summary tab is going to give you a brief picture of the charges associated with the purchase. This tab will also show you the receipt due date, receipt # if processed, what it's for, the amount, and payment method.

It's broken into two lists. The first is the charges that have already been processed. Here you can.. 

  1. Click on the Receipt # and see a preview of the receipt the customer received.

    Invoice_number_to_preview_invoice

  2. Resend the receipt by clicking on the Envelope icon to the far right of the charge. 

    Envelop_icon_to_Resend_invoice

  3. Edit the information about how the charge was processed by selecting the Pencil icon to the right of the charge. Please note that this will not create a refund or a new charge but it will affect your reported revenue and taxes in Simplero.

    Pencil_icon_to_edit_invoice

  4. Create an identical new charge by selecting the Arrow icon next to the processed charge.

    Arrow_icon_to_create_new_invoice

Below the completed charges you will see any charges that are to come due. You will see this if the customer has purchased a product on installments.

In this section, you can...

  1. Change the charge date by clicking on the receipt date to underneath the UPCOMING CHARGES.

    Upcoming_charges_section

  2. Update the credit card on file manually by clicking on the 4 digit card number that appears underneath the CHARGE TO.

    Update_credit_card_on_file

  3. Resend the reminder by selecting the Envelope icon to the right of the charge.

    Resend_reminder_of_upcoming_invoice

  4. Edit the amount, date of charge, Qnty, or tax by selecting the Pencil icon to the right of the charge.

    Edit_upcoming_invoice

  5. Delete the charge by selecting the Trashcan icon to the right of the charge.

    Trashcan_to_delete_invoice

Charges Tab

Charges_tab_in_charges_n_payments

In this tab, you can...

  1. Click on the Receipt Number and preview the receipt

    Invoice_number_in_charges_tag

  2. Click on the Envelope icon of the processed charge to resend the receipt

  3. Click on the Envelope icon next to the future charge to remind the customer

    Envelop_in_charges_tab

  4. Click on the Pencil icon to edit the charge

    Pencil_icon_in_charges_tab

  5. Click on the Trashcan icon to delete a future charge

    Trashcan_in_charges_tab

Payments Tab

Payments_tab_in_charges_n_payments 

In this tab, you can see all the payments that have been processed. If you'd like to preview the receipt simply select the receipt number. 

Invoice_numbers_in_payments_tab

If you click on the credit card number you will be directed into a transaction detail screen of the payment which will give you Transaction IDs and Authorization codes that may be useful to you and your customer when troubleshooting charge issues with the bank or payment processor.

Credit_card_number_to_see_details

Transaction_details_from_credit_care_number

Statements Tab

Statement_tab_in_charges_n_payments

This tab allows you to see a view of the processed payments including balance underneath OWED TO US. This would be helpful if a partial payment was made and you want to see the balance due. 

Statement_tab_in_charges_n_payments

If you click on the credit card number you will be directed into a transaction detail screen of the payment which will give you Transaction IDs and Authorization codes that may be useful to you and your customer when troubleshooting charge issues with the bank or payment processor.

Credit_card_number_in_payments_tab

Payment_details_in_statement_tab

Transactions Tab

Transactions_tab_in_charges_n_payments_001

This tab will give you a view of exactly what happened associated with the purchase. 

  1. You can see the payment PROCESSOR, if you click on it it will take you to the payment processor edit screen. 

    Payment_processor_in_transactions_tab

  2. You can see the STATE of the charge such as if it Succeeded or Failed. 

    Transaction_ID_in_Transactions_tab

  3. You are also able to see the Transaction ID which will be helpful to you when working with your payment processor support. 

    State_of_payment_in_Transactions_tab

  4. You'll also have Action Buttons to choose from.

    Action_buttons_in_Transactions_tab

At the bottom of the Charges & Payments box, you have Action buttons.

  1. Add a charge: This button allows you to manually add a charge to your customers' purchase. This could be used if you decide to break their payments into smaller amounts, or if they have decided to purchase an add-on. 

  2. Issue a credit: This button allows you to put into the system if you owe the customer money. This is usually used for processing a partial or full refund. 

  3. Adjust collected tax: This allows you to either refund tax you've collected or collect an additional tax. This adjusts the collected tax without affecting anything else. Do this if the initial tax percent was wrong.

  4. Register payment: You would use this button if they have paid you outside of simplero such as in cash. 

  5. Manual Collect: Allows you to collect a manual charge just like the add a charge button. However, this is instant and not in the future. This will be done via the payment processor that is on file for this customers purchase. 

  6. Return money: This allows you to return money to the customer through their credit card without creating a credit note.

Last updated 14 Sep 2022.
Previous Lesson Editing a Purchase Next Lesson Purchase Summary