Split Transaction: Part II: Checkout (Version 1.0)

Split Transaction: Checkout

1. This tutorial will cover how to checkout and enter payment for split transactions entered within Fundly CRM.
2. When entering transactions to be paid for with a split payment, it is not required to either record or enter payment for these transactions in a single sitting.
3. Once any given transaction has been recorded and saved you may navigate away from the Checkout Transactions screen or even exit Fundly CRM completely, returning later to complete the process.
4. To return to the checkout screen for a contact and their transactions click on the View Cart icon in the upper right area of the screen from anywhere within Fundly CRM.
5. This will bring up the View Cart popup screen which will contain entries for all contacts with pending split transactions awaiting payment.
6. If you have need to record additional transaction for a contact you may click on the Add More Transactions button to begin the transaction recording process once again.
7. To complete the payment process for a given contact, scroll down to the appropriate entry for the contact within this screen and click on the Checkout button.
8. Now that you be returned to the Checkout Transactions screen for the individual contact.
9. If the payment will be using a discount code, enter the discount code into the Discount Code field and click Apply.
10. When ready, clicking on the Checkout button will start the payment recording process.
11. Start by selecting whether payment for the transaction has been received.
12. Selecting No for Payment Received and clicking the Save button will save all transaction for this contact and mark them as unpaid.
13. Selecting Yes for Payment Received will expand the section providing fields to enter the specifics of the payment received.
14. Start by selecting the Mode of Payment from the drop down menu provided, which depending on your selection will present you with additional fields to complete.
15. If you have chosen Credit Card as the payment option you may check the box for Process CC Now in order to process the payment through Fundly CRM, using your payment gateway configuration.
16. Make sure to fill out all credit card and billing information, and that all information matches the information registered for the credit card itself.
17. After selecting the payment mode, indicate on what day the payment was received and the amount that was received to cover the transactions.
18. In some cases a contact may provide you with payment insufficient to cover the cost of all transactions.
19. Clicking on the Payment Allocation link will open a popup screen which will allow you to specify how much of the total amount will go to which transactions.
20. If a transaction does not receive the full amount required for complete payment it will be recorded normally and the partial payment will be indicate.
21. You can return later to these individual transactions through the Contact’s record and enter further payments as they are received.
22. When payment allocation is complete click the Done button to be returned to the checkout screen for the contact.
23. When all payment information has been completely entered click on the Save button and the transactions and payment will be recorded, and if applicable the credit card will be processed by the system.
24. Next you will be taken to the Transaction Receipt page for the contact from whence you can either print or email a copy of the transaction receipt to the contact.
25. Clicking Cancel will bring you to the Contact Details page for the contact.
26. This concludes the tutorial on how to record split transactions and their payment within Fundly CRM.