How To: Enter more than one payment method on a Sales Order
Table Of Contents
If a customer would like to pay for their order using more than one payment method, you can add multiple payment lines to the Payment grid. This allows you to split the order total across different payment types, such as cash, card, cheque or gift vouchers.
Before You Start
To edit an existing sales order, it must be in an editable stage within the [ Sales Invoice Manager ].
Add Multiple Payment Methods
- Create a new sales order or open an existing sales order.
- Open the [ Sales Order | Detail | Payment ] tab.
- Enter edit mode by pressing Alt+E or clicking the Edit button.
- Tick the Manual Payment checkbox.
- For each payment method you want to add:
- Select the Payment Type field, press F4, and choose the required payment type (for example, Cash, Cheque or Card).
- Enter the payment amount in the Amount field.
- If required, enter additional payment details to the right of the grid, such as cheque or card information.
- Click the Add Payment Line button above the Payment Line grid to add another payment method.
- Repeat the process until the full order value has been allocated across all payment methods.
- Press Ctrl+S or click Save to save the order.
Important Notes
- If a Gift Voucher is used alongside other payment methods, the gift voucher payment line must be entered first. If it is not the first payment type listed, gift voucher verification will not work correctly.
- If one of the payment methods is a credit card, you may need to pre-authorise or authorise the payment depending on your business processes. For more information, see How To: Enter Payment Details on a Sales Order.