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  1. DIRECT
  2. E-Commerce
  3. Sales Processes & Wizards

Sales Processes & Wizards

  • Process Payment Wizard
  • Introduction to the Payment Wizard
  • Apply Payment to An Order/Invoice
  • Refund the Entire Amount of a Payment
  • Unapply Some or All of a Payment
  • Unapply some Payment and Refund the total Unapplied Amount
  • Refund the Unapplied Amount of a Payment
  • Unapply Funds and Refund Only That Amount
  • Apply a Coupon
  • Credit Wizard
  • Bulk Payment Entry Wizard
  • Write-off Wizard
  • Chargebacks
  • How to retry a payment plan charge when a payment plan payment fails
  • How to pay using ACH payments
  • ACH Payment Background Setup, Status Logic, and Invoice Write-Off Wizard