Managing Order Payments - Kibo Documentation

In this video, I will demonstrate the “Payments” tab within an Order, where we manage the Orders’ financial transactions. Whether we need to “Split” a payment, “Capture” funds, or issue a “Refund,” this can all be performed in an Orders’ “Payments” section. In this video, I will demonstrate the “Payments” tab within an Order, where we manage the Orders’ financial transactions. Whether we need to “Split” a payment, “Capture” funds, or issue a “Refund,” this can all be performed in an Orders’ “Payments” section. To navigate to the “Orders” dashboard, in the left menu, on the “MAIN” tab, click “Orders”, then click the “Orders” submenu. To navigate to the “Orders” dashboard, in the left menu, on the “MAIN” tab, click “Orders”, then click the “Orders” submenu. This will open the Orders dashboard. We reviewed this dashboard in a separate video.For this example, we could use the Search or Advanced Filtering bar at the top of the page, or scroll through the dashboard to locate a specific Order. When we’ve located it, we’ll click directly on it to open the Order Details page. This will open the Orders dashboard. We reviewed this dashboard in a separate video. For this example, we could use the Search or Advanced Filtering bar at the top of the page, or scroll through the dashboard to locate a specific Order. When we’ve located it, we’ll click directly on it to open the Order Details page. This is the Order Details page. We discussed all sections in a separate video. This is the Order Details page. We discussed all sections in a separate video. Once on the Order Details page, click on the Payments tab. Once on the Order Details page, click on the Payments tab. The “Account” section of the Order will have all current “Payment” information, such as the “Order Total”, Payment still “Pending”, what has already been “Collected”, and any remaining “Balance” on the Order.The “Payments” tab section displays all “Payment Types” used on the Order, and their respective “Status”. In this example, the entire Order “Total” has been applied to a Credit Card “Payment Type”, and the payment has been “Authorized”, but not yet “Collected”, or “Captured”. The “Account” section of the Order will have all current “Payment” information, such as the “Order Total”, Payment still “Pending”, what has already been “Collected”, and any remaining “Balance” on the Order. The “Payments” tab section displays all “Payment Types” used on the Order, and their respective “Status”. In this example, the entire Order “Total” has been applied to a Credit Card “Payment Type”, and the payment has been “Authorized”, but not yet “Collected”, or “Captured”. Since this payment has been “Authorized”, there are a few actions we can take: “Void” this payment by clicking the “Ellipses”, issue an “Appeasement” using “Refund”, or add an additional “Payment Type”. Since this payment has been “Authorized”, there are a few actions we can take: “Void” this payment by clicking the “Ellipses”, issue an “Appeasement” using “Refund”, or add an additional “Payment Type”. If we want to “Cancel” a payment that has not yet been “Captured”, we must “Void” the payment. This is a manual process with the exception of full order cancelation. If an entire order is “Canceled”, then the system will attempt to automatically “Void” any authorized payments.If we need to “Cancel” a payment after payment has been “Captured”, we’ll apply a “Credit” or issue a “Refund” instead.To access the payment “Void” actions, we’ll click the “Ellipses” on the far right, under the “Add Payment” button. We have two options for “Voiding” a payment.Clicking “Void Payment” will void the payment authorization in the KIBO system and in the related “Payment Gateway” the payment was authorized through.In instances where KIBO gets out-of-sync with the “Payment Gateway” - for example, the gateway already shows a status of “Voided”, but the KIBO system does not - then we would use “Void Payment (Manual)” to update the KIBO system to reflect what the gateway states. If we want to cancel a payment that is not yet been captured, we must void the payment. This is a manual process with the exception of full order, cancellation. If an entire order is canceled, then the system will attempt to automatically void any authorized payments. If we need to cancel a payment after payment has been captured will apply a credit or issue a refund instead. To access the payment. Void actions, will click the ellipses on the far. Right under the add payment button. We have two options for voiding a payment. clicking void payment will void the payment authorization in the kibo system and in the related payment Gateway, the payment was authorized through In instance, is where kibo gets out of sync with the payment Gateway. For example, the Gateway already shows a status of avoided, but the key Bo system does not, then we would use void payment manual to update the kibo system to reflect what the Gateway States. Once the payment has been “Voided”, the Payments “Status” and “Transaction History” is updated accordingly. Once the payment has been “Voided”, the Payments “Status” and “Transaction History” is updated accordingly. To add a new Payment Type to the Order, we’ll click the “Add Payment” button. In this example, it will default to the “Credit Card” Payment Type, although other types can be set to default.Alternatively, to access additional Payment Types that may be available, click the “Dropdown” button next to the “Add Payment” button. Depending on what has been enabled as a valid Payment Type on the tenant, we can add different methods, such as a “Credit Card”, “Check”, “Store Credit”, or “Gift Card”.KIBO also supports “Split” payments, where a shopper can split the “Order Total” over several different payment methods, or types. Once the full “Order Total” amount is authorized, the order can proceed. To add a new Payment Type to the Order, we’ll click the “Add Payment” button. In this example, it will default to the “Credit Card” Payment Type, although other types can be set to default. Alternatively, to access additional Payment Types that may be available, click the “Dropdown” button next to the “Add Payment” button. Depending on what has been enabled as a valid Payment Type on the tenant, we can add different methods, such as a “Credit Card”, “Check”, “Store Credit”, or “Gift Card”. KIBO also supports “Split” payments, where a shopper can split the “Order Total” over several different payment methods, or types. Once the full “Order Total” amount is authorized, the order can proceed. We’ll add a “Credit Card”. We can use the original “Credit Card” that was initially used to place the order, if applicable, a “Saved Credit Card” on the shopper’s account, or a “New Credit Card”.We’ll input all required information, including “CVV”, and then click “Save” to save the new payment to the Order. We’ll add a “Credit Card”. We can use the original “Credit Card” that was initially used to place the order, if applicable, a “Saved Credit Card” on the shopper’s account, or a “New Credit Card”. We’ll input all required information, including “CVV”, and then click “Save” to save the new payment to the Order. In this example, we will use one of the “Saved Credit Cards” on the shopper account, and authorize it for

50. In this example, we will use one of the "Saved Credit Cards" on the shopper account, and authorize it for

50. As we add new Payment Types, the Payments section of the Order will be updated with the new methods, with a current “Status”, “Amounts”, and “Transaction History” for each. As we add new Payment Types, the Payments section of the Order will be updated with the new methods, with a current “Status”, “Amounts”, and “Transaction History” for each. Since we only “Authorized” $50 on the “Saved Credit Card”, we need to add additional payment methods to cover the remaining “Order Total”.We’ll add a “New Credit Card”, adding in all required information, and “Authorize” for the amount of

30.87. Then we'll click "Save" to add the new payment to the Order. Since we only authorized fifty dollars on the saved credit card, we need to add additional payment methods to cover the remaining order total. We'll add a new credit card, adding an all required information and authorized for the amount of thirty dollar and eighty seven dollars. Then we'll click save to add the new payment to the order. We'll apply the remaining

10 to a “Gift Card” or “Store Credit” that has been applied to the shoppers account, and then click “Save”.This will create a separate Payment Record on the Payments tab for this specific payment. Will apply the remaining ten dollars to a gift card or store credit that has been applied to the Shoppers account and then click save. This will create a separate payment record on the payments tab for this specific payment. As mentioned earlier, we can use the Payments tab to issue full or partial “Refunds” to shoppers, without having the shopper return the product. We can either directly refund a “Captured” payment or provide “Store Credit” to the shopper.If refunding to a “Gift Card” payment, whether the system refunds to the existing gift card or generates a new one will depend on the “Payment Settings” configured in the “Payment Types” menu. We discussed “Payment Types” in a separate video.To issue a “Refund” on an Order, click the “Refund” button. As mentioned earlier, we can use the Payments tab to issue full or partial “Refunds” to shoppers, without having the shopper return the product. We can either directly refund a “Captured” payment or provide “Store Credit” to the shopper. If refunding to a “Gift Card” payment, whether the system refunds to the existing gift card or generates a new one will depend on the “Payment Settings” configured in the “Payment Types” menu. We discussed “Payment Types” in a separate video. To issue a “Refund” on an Order, click the “Refund” button. This will open a “Refund” modal window. In the pop-up, we can see a “Transaction Summary” highlighting all of the different payment types used for this order.Under the “Transaction Summary”, we have the “Refund Method”. If all payments have been collected on the Order, we have the option to apply a “Direct Refund”, which will credit the original payment method, create a “Store Credit” on the shoppers account, or apply the “Refund” amount to a new “Gift Card”. This will open a “Refund” modal window. In the pop-up, we can see a “Transaction Summary” highlighting all of the different payment types used for this order. Under the “Transaction Summary”, we have the “Refund Method”. If all payments have been collected on the Order, we have the option to apply a “Direct Refund”, which will credit the original payment method, create a “Store Credit” on the shoppers account, or apply the “Refund” amount to a new “Gift Card”. When performing a “Direct Refund”, we’ll choose which “Payment Transaction” we want to apply it to, and then we’ll select how much we want to “Refund”, up to the original payment amount. When performing a “Direct Refund”, we’ll choose which “Payment Transaction” we want to apply it to, and then we’ll select how much we want to “Refund”, up to the original payment amount. We’ll then need to select a “Reason” why this “Refund” is being applied. The “Reason” applies to all “Refund Methods”.When we have selected a “Reason”, we’ll click “Save” to apply the “Refund” to the Order. We’ll then need to select a “Reason” why this “Refund” is being applied. The “Reason” applies to all “Refund Methods”. When we have selected a “Reason”, we’ll click “Save” to apply the “Refund” to the Order. If we choose “Store Credit” or “Gift Card” as the “Refund Method”, we’ll input the “Refund Amount”, “Reason”, and then click “Save”, similar to the “Direct Refund”.These “Refund Methods” also allow us to credit for more than we collected on the Order, if applicable. If we choose “Store Credit” or “Gift Card” as the “Refund Method”, we’ll input the “Refund Amount”, “Reason”, and then click “Save”, similar to the “Direct Refund”. These “Refund Methods” also allow us to credit for more than we collected on the Order, if applicable. As with other Payment updates, the “Credit” will be reflected in the Payments tab for the Order. As with other Payment updates, the “Credit” will be reflected in the Payments tab for the Order. There is also a “Refunds” section that shows information on all “Refunds” performed on this Order at the bottom of the Payments tab section. There is also a “Refunds” section that shows information on all “Refunds” performed on this Order at the bottom of the Payments tab section. After we “Capture” a “Credit Card” or “Gift Card” payment, there is a settlement period during which the Payment Gateway processes the transaction. This settlement period typically lasts 24 hours, depending on the gateway. After this settlement period is complete, we will then have the option to “Credit” the payment. For example, we may want to assist a shopper who wants to change which “Credit Card” they paid with.After the settlement period, we can “Credit” the charged “Credit Card” and enter payment information for the new “Credit Card”.Credits can also be applied to “Gift Cards”, though, as mentioned earlier, whether the amount is processed to an existing “Gift Card” or a new one depends on which option is selected in the payment settings in the “Payment Types” menu. After we “Capture” a “Credit Card” or “Gift Card” payment, there is a settlement period during which the Payment Gateway processes the transaction. This settlement period typically lasts 24 hours, depending on the gateway. After this settlement period is complete, we will then have the option to “Credit” the payment. For example, we may want to assist a shopper who wants to change which “Credit Card” they paid with. After the settlement period, we can “Credit” the charged “Credit Card” and enter payment information for the new “Credit Card”. Credits can also be applied to “Gift Cards”, though, as mentioned earlier, whether the amount is processed to an existing “Gift Card” or a new one depends on which option is selected in the payment settings in the “Payment Types” menu. Similar to “Voiding” a payment, we’ll click the “Ellipses” located under the “Add Payment” button to access the “Credit Payment” actions. Also similar to “Voiding”, we have two options for crediting a payment on an Order. Similar to “Voiding” a payment, we’ll click the “Ellipses” located under the “Add Payment” button to access the “Credit Payment” actions. Also similar to “Voiding”, we have two options for crediting a payment on an Order. Clicking “Credit Payment” opens a modal where we enter the amount of the “Credit”, and then supply an optional “Reason” for the “Credit”. Clicking “Credit Payment” opens a modal where we enter the amount of the “Credit”, and then supply an optional “Reason” for the “Credit”. In instances where KIBO gets out-of-sync with the “Payment Gateway” - for example, the gateway already shows that a payment has been “Credited”, but the KIBO system does not - then we would use “Credit Payment (Manual)” to update the KIBO system to reflect what the gateway states. In instances where KIBO gets out-of-sync with the “Payment Gateway” - for example, the gateway already shows that a payment has been “Credited”, but the KIBO system does not - then we would use “Credit Payment (Manual)” to update the KIBO system to reflect what the gateway states. As with other Payment updates, the “Credit” will be reflected in the Payments tab for the Order. We can then add an additional payment method for the credited amount to cover the “Order Total”. As with other Payment updates, the “Credit” will be reflected in the Payments tab for the Order. We can then add an additional payment method for the credited amount to cover the “Order Total”. Lastly, if the “Auto-Capture” setting is turned “Off” in the Payment Settings, we may have the ability to “Manually Capture” payments, depending on Roles and Permissions. If available, the “Capture” button will be next to the “Ellipses”, underneath the “Add Payment” button. Clicking “Capture” will allow users to collect payment for that specific payment method.There is also an option to “Decline Payment” under the “Ellipses” menu, as well as the option to “Capture Payment (Manual)”, which works similarly to “Voiding” or “Crediting” payments. This allows us to input Payment Gateway information in the event KIBO gets out-of-sync with the gateway on payment captures. Lastly, if the auto capture setting is turned off in the payment settings, we may have the ability to manually capture payments depending on roles and permissions. If available the capture button, will be next to the ellipses, underneath the add payment button, clicking capture will allow users to collect payment for that specific payment method. There is also an option to decline payment under the ellipses menu, as well as the option to capture payment to manual, which works similarly to voiding, or crediting payments. This allows us to input payment, Gateway information. In the event kibo gets out of sync with the Gateway on payment captures.

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