Payments
2min
The Payments tab allows for Reps to be able to quickly see what payments have recently been made.
Here, Reps can see information such as….
- Amount - The Total amount that the order summed up to.
- Status - The status of the payment.
- Succeeded - Payment of successfully went through without issues.
- Failed - Payment failed to go through and needs revision.
- Pending - Payment is still being processed by third parties.
- Customer - Contains Customer first name and last name as well as a hyperlink directing the Rep to the customer profile for quick edits.
- Card/Amount - Shows the last 4 digits of the card used on the order.
- Date - Date, Year, and Time that the order was placed.
This page allows for MedShift staff to make payments for customers on their behalf at the company’s request. In order to do this, the staff member must first select the customer from the dropdown menu and include the amount that they want to apply.
Afterwards, the staff member can add optional notes for the customer and finally must select a payment method for the customer from one of their preset options.