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Xenial Product Documentation

Edit Payment Record

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

Only edit invoice payments without invoice numbers and credit card payments in the Awaiting Tip state, and edit one at a time.

To edit a payment record:

  1. Navigate to Suite Catering Order List.

  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 Payments area, select the checkbox of one invoice payment record or one awaiting tip credit card payment record.

  5. From the Actions dropdown in the upper-left area of the Payments List, select Edit.

    • The Edit option is hidden if multiple payment records are selected or when the order has been fully paid.

  6. On the Edit Payment popup, edit the amount, tip, or notes of the payment.

  7. From the Edit Payment popup, select Capture.

    • Alternatively, select Cancel.