Skip to main content

Xenial Product Documentation

Add Payment

Xenial Cloud Portal 4-Dot Menu Suite Catering Orders Order List

To add a payment to an order:

  1. Navigate to the Suite Catering Orders area.

  2. From the Order List, open the order in one of the following ways:

    • From the Order Number column, directly select the order number link, or

    • Select the checkbox to the left of the order number link and then from the Actions dropdown select Edit.

  3. From the menu on the left, select Payments.

  4. From the upper-right of the Payments area, select Add Payment.

  5. On the Add Payment popup, use the Payment Type dropdown to select a payment type.

    • For more information, see Configure Payment Type.

    • If Payment Method in the Payment Method area is set to Not Selected, Payment Type on this popup is set to Credit Card by default; if Payment Method in the Payment Method area is set to a payment type, Payment Type on this popup inherits it.

  6. In the Amount field, type the amount that you want to pay.

    • Alternatively, select the Pay All link to pay off the balance.

    • If an order contains ADO, EDO, or par stock items and lacks a payment record, a payment of $0 can still be added when the order total is $0.

  7. In the Tip field, type the tip to pay.

  8. In the Notes field, type remarks on this payment.

  9. In the Credit Card field, use the dropdown to select a credit card.

    • This field is hidden if Payment Type is set to invoice or custom.

    • Alternatively, select Pay by a New Card to add a new card. For details about how to add a new credit card, see Add Credit Card.

  10. If needed, toggle Save This Card to Yes.

    • This toggle is not visible for temporary guest orders.

    • If Save This Card is toggled to Yes, the credit card is saved to the account.

  11. From the lower-right area of the Add Payment popup, select Authorize or Capture.

    • The Authorize button is hidden if Payment Type is not set to credit card.

    • Authorized payments are not actually made, but only the corresponding amounts are frozen.