Charges & Payments Box in the Purchase

The Charges and Payment Box in a purchase screen is broken into 5 sections, Summary of the purchase, details of the charges, payments, statement details and transaction details. 

To locate it

1) Locate the purchase either within the product or via the Purchases tab in your Left sidebar under Products.

2) Click on the billing contact name and you will be taken into the Purchase screen.

3) Scroll to the third box "Charges and payments"

The summary tab is going to give you a brief picture of the charges associated with the purchase. 

This tab is going to tell you the invoice due date, Invoice # if processed. the amount, and payment method.

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

1) clicking on the Invoice # and be able to see a preview of the invoice the customer received.

2) Resend the invoice by clicking on the red envelope next to the charge in the list. 

3) Edit the information about how the charge was processed by selecting the red envelope 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.

4) create an identical new charge by selecting the red arrow next to the processed charge. 

Below the completed charges you will see any charges that are to come do. 

In this section you can...

1) Change the charge date by Clicking on the invoice date to the Left of the invoice.

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

3) Resend the reminder by selecting the red envelope to the right of the charge. 

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

4) Delete the charge by selecting the red trash can to the right of the charge. 

In this tab you can....

1) Click on the invoice and preview the invoice

2) Click on the envelope of the processed charge to resend the receipt/invoice.

3) Click on the envelope next to the future charge to remind the customer

4) Click on the pencil to edit the charge

5) Click on the trashcan of a future charge to delete it. 

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

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 maybe useful to you and your customer when trouble shooting charge issues with the bank or payment processor.

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

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 maybe useful to you and your customer when trouble shooting charge issues with the bank or payment processor.

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

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

2) You can see the state of the charge such as if it succeeded or failed. 

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

At the bottom of the Charges & Payments box you have 5 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) Register payment: You would use this button if they have paid you outside of simplero such as in cash. 

4) 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. 

5) Adjust collected tax: This allows you to either refund tax you've collected or collect additional tax.