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How to make and record payment, and void and refund transactions. |
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Before making payment, you may wish to configure one or more payment gateways. See the section on Gateways to learn more. |
In Blesta there are two main ways to handle payments. Charging a credit card or bank account via ACH is considered making a payment. Entering a check number, or other offline payment is considered to be recording a payment.
Making Payment
Payment can be made in one of two ways, either by using an existing payment account which contains credit card or ACH details, or by entering new payment details. To make payment, click "Make Payment" under the Actions box on the clients profile page.
Step 1
Select how the payment will be funded, either by using an existing payment account or entering new payment details. If "New Payment Details" is selected, a form will be displayed prompting for contact and billing information for this payment, and the details can be optionally saved as a payment account before continuing to step 2.
Step 2
All open invoices are displayed for the selected currency and can be selected for payment. The amount for each can optionally be adjusted. An additional "Other Payment Amount" can be entered and would be applied to the account as a credit. By default an email receipt will be sent to the client for this charge.
Step 3
Payment
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details as well as the payment total are displayed and the payment can be edited or submitted. Once submitted a charge is attempted and the payment is completed.
Recording Payment
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or Applying Credit
Recording payment is useful for offline payments such as checks or money orders, or to apply available credits to invoices. The process is similar to, but simpler than "Make Payment" in that payment can be applied to specific invoices at specified amounts, but with fewer steps. To record payment, select "Record Payment" under the Actions box on the clients profile page.
Refunds & Voids
To void or refund a payment, simply find the payment in Blesta and click to edit it. Next, select Void or Refunded under "Status," then submit the form. If the transaction was processed through a Payment Gateway, an option will appear to process the status change through the gateway. Unchecking this box will only record the status change in Blesta. Leaving this box checked will attempt to process the refund or void with the payment gateway.
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