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As of July 24th 2023 this new Flex/Credit payments functionality mentioned below hasn't been released to production/live systems. This is work in progress and subject to change. This warning will be removed when/if this new functionality is released. |
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Adding a credit will make two adjustments. The first will be the value supplied above and be immediately processed as paid using the method indicated. The second will be a negative value of and be unprocessed and available to be used on the next payment. For example: A Debit amount of $45.00 will create a -$45.00 Adjustment unprocessed and available to be used. There will be a debit payment of $45.00 for the linked adjustment that is processed. |
Once the credit is added it will be shown along the bottom of the payment page as an adjustment:
Next Proceed to Payment. Then select the Payment Method and click Submit Payment Information:
Next confirm the correct payment method is selected and all details look correct, then click Submit Payment Information:
Once the above is done the payment will be created, however it still needs to be manually processed by an administrator to be fully complete, similar to a cash or check payment method. Assuming everything looks fine click Process Manually:
You will then be presented with a fully complete/processed payment with a credit adjustment:
No further actions are required, the credit payment is complete.
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The User Receipt email looks like this:
The second email will only be sent if a payroll email address set in System Configuration → System Settings → Payments → Payroll Notification Email:
The email that will be sent to the Payroll Notification Email address is in the following format:
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