--- title: Payment Workflows description: Manage the full payment lifecycle in WizCommerce—collect payments, process partial payments, issue refunds, and set up recurring billing. --- [Skip to content](https://knowledge.wizcommerce.com/payment-workflows#main-content) [![Asset 9](https://knowledge.wizcommerce.com/hs-fs/hubfs/Asset%209.png?width=223&height=30&name=Asset%209.png)](https://wizcommerce.com/) Open main navigation Close main navigation - [Contact us](https://mail.google.com/mail/?view=cm&fs=1&to=help@wizcommerce.com) [Contact us](https://mail.google.com/mail/?view=cm&fs=1&to=help@wizcommerce.com) Hi, how can we help? - There are no suggestions because the search field is empty. 1. [WizCommerce Help Centre](https://knowledge.wizcommerce.com/) 2. [Payments](https://knowledge.wizcommerce.com/payments) July 23, 2026 # Payment Workflows Payment Workflows cover how and where payments are collected, managed, and tracked within WizCommerce, whether you're collecting a one-time payment, splitting across instalments, issuing a refund, or setting up recurring billing. This article covers how to collect payments from the Orders, Customer, and WizPay tabs, process partial and split payments, issue refunds, set up pre-authorisations, and manage recurring payments. **Platform:** WizOrder & WizPay      |      **Who is this for:** Admins & Sales Reps **To Get There:** Sales **\>** Orders **\>** Open Order **\>** Collect Payment --- #### Table of Contents | **Sections** | **Topics** | | --- | --- | | **A** | [Where Can You Collect Payments?](https://knowledge.wizcommerce.com/payment-workflows#SECTION-A) | | **B** | [Collect Payment from the Orders Tab](https://knowledge.wizcommerce.com/payment-workflows#Section-B) | | **C** | [Collect Payment from the Customer Tab](https://knowledge.wizcommerce.com/payment-workflows#section-c) | | **D** | [Collect Payment from the WizPay Tab](https://knowledge.wizcommerce.com/payment-workflows#section-d) | | **E** | [Collect Partial and Split Payments](https://knowledge.wizcommerce.com/payment-workflows#section-e) | | **F** | [Collect Payment against Invoice](https://knowledge.wizcommerce.com/payment-workflows#section-f) | | **G** | [Issuing a Refund](https://knowledge.wizcommerce.com/payment-workflows#section-g) | | **H** | [Pre-Authorization](https://knowledge.wizcommerce.com/payment-workflows#section-h) | | **I** | [Setting Up Recurring Payments](https://knowledge.wizcommerce.com/payment-workflows#section-i) | | **J** | [Where Payments Appear](https://knowledge.wizcommerce.com/payment-workflows#section-J) | | **K** | [FAQs](https://knowledge.wizcommerce.com/payment-workflows#faq) | --- #### Before You Begin - Ensure you have the necessary access to collect or manage payments in WizCommerce. - Have the customer's payment details ready before starting any payment flow. - For refunds and pre-authorisations, access WizPay from the side navigation. - No matter where you start, the *Orders, Customer, or WizPay tab*, the same [payment methods](https://knowledge.wizcommerce.com/payment-methods) (Card, ACH, Offline, and Payment Link) are available and each one works the same way. **Note:** Payment Terms are not enabled for WizShop by default. If you want to enable Payment Terms for WizShop, please contact our [support team](https://mail.google.com/mail/u/0/?fs=1&to=help@wizcommerce.com&tf=cm). This is a configuration setting and is not self-serve.  --- ### A. Where Can You Collect Payments? Payments can be collected from three places in WizCommerce: - **Orders tab:** Collect payment for a specific order directly from the order page - **Customer tab:** Collect payment across multiple orders for the same customer in a single transaction - **WizPay tab:** Access all payment transactions in one centralised location and collect payments without navigating through orders --- ### B. Collect Payment from the Orders Tab 1. Go to ***Sales → Orders*** and open the confirmed order. ![PW1](https://knowledge.wizcommerce.com/hs-fs/hubfs/PW1.png?width=670&height=382&name=PW1.png) 2. Click ***Collect Payment*** above the order summary. ![PW2](https://knowledge.wizcommerce.com/hs-fs/hubfs/PW2.png?width=670&height=365&name=PW2.png) 3. The total order amount auto-populates. Adjust the amount if you're collecting a partial payment. 4. Select your preferred payment method: Card, ACH, Offline, or Payment Link. 5. Complete the payment flow for your chosen method. Once processed, the order status updates to **Paid** or **Partially Paid** depending on the amount collected. --- ### C. Collect Payment from the Customer Tab Use this when a customer has multiple outstanding orders and you want to collect payment in a single transaction instead of processing each order separately. 1. Go to the ***Customers*** tab from the side navigation. 2. Click on the customer's name to open their profile.  ![PW3](https://knowledge.wizcommerce.com/hs-fs/hubfs/PW3.png?width=670&height=382&name=PW3.png) 3. Click ***Collect Payment*** in the customer profile.  ![PW4](https://knowledge.wizcommerce.com/hs-fs/hubfs/PW4.png?width=670&height=366&name=PW4.png) 4. Calculate the combined total across all outstanding orders and enter the amount manually.  ![PW5](https://knowledge.wizcommerce.com/hs-fs/hubfs/PW5.png?width=670&height=366&name=PW5.png) 5. Select your preferred payment method and complete the payment flow. **Note:** - From the **Customer** tab, you can collect a payment against a customer directly, no matching order is required. - If you don't see the Collect Payment option in a customer's profile, reach out to our [support](https://mail.google.com/mail/u/0/?fs=1&to=help@wizcommerce.com&tf=cm) (help@wizcommerce.com) --- ### D. Collect Payment from the WizPay Tab 1. Go to the ***WizPay*** tab from the side navigation. 2. Select ***Payments***.  ![PW6](https://knowledge.wizcommerce.com/hs-fs/hubfs/PW6.png?width=670&height=365&name=PW6.png) 3. Search for the customer by name or type it manually.  ![PW7](https://knowledge.wizcommerce.com/hs-fs/hubfs/PW7.png?width=670&height=366&name=PW7.png) 4. Select the customer from the results.  ![PW8](https://knowledge.wizcommerce.com/hs-fs/hubfs/PW8.png?width=670&height=366&name=PW8.png) 5. Follow the same [payment flow as collecting from the Orders tab](https://knowledge.wizcommerce.com/payment-workflows#Section-B). --- ### E. Collect Partial and Split Payments WizCommerce lets you collect partial payments against an order — useful when collecting a deposit upfront with the balance due later. 1. Open the order and click ***Collect Payment***.  ![Screenshot 2026-06-03 at 9.02.06 PM](https://knowledge.wizcommerce.com/hs-fs/hubfs/Screenshot%202026-06-03%20at%209.02.06%20PM.png?width=670&height=364&name=Screenshot%202026-06-03%20at%209.02.06%20PM.png) 2. Adjust the ***Payment Amount*** to the partial amount you're collecting — for example, 50% of the order total. ![Screenshot 2026-06-03 at 9.03.13 PM-1](https://knowledge.wizcommerce.com/hs-fs/hubfs/Screenshot%202026-06-03%20at%209.03.13%20PM-1.png?width=670&height=363&name=Screenshot%202026-06-03%20at%209.03.13%20PM-1.png) 3. Fill in the additional information, such as invoice number, tracking number, and tracking link. Then select a payment method and click ***Charge***. ![Screenshot 2026-06-03 at 9.09.04 PM](https://knowledge.wizcommerce.com/hs-fs/hubfs/Screenshot%202026-06-03%20at%209.09.04%20PM.png?width=670&height=364&name=Screenshot%202026-06-03%20at%209.09.04%20PM.png) 4. Complete the payment flow. The order status updates to ***Partially Paid***.  ![PW9](https://knowledge.wizcommerce.com/hs-fs/hubfs/PW9.png?width=670&height=366&name=PW9.png) 5. When the remaining balance is due, repeat the process for the outstanding amount. **Note:** Different payment methods can be used for each instalment — for example, ACH for the deposit and a credit card for the balance. Multiple payment links can also be sent for the same order at different times. --- ### F. Collect Payment Against Invoice **You can also collect payment against an invoice created in your ERP.** A payment is linked to an invoice only when **Payment Against Invoice** is enabled while collecting the payment. Entering the invoice number in the **Additional Info** field is for reference only and does not create this association. **Best Practice:** If you want the invoice in WizOrder to accurately reflect the Paid and Due amounts in sync with your ERP, follow this process: 1. Authorize the **customer's card**. 2. Create the invoice in your **ERP for the associated order.** 3. Allow **WizOrder** to sync and **pull in the associated invoice**. 4. Once the invoice is available in WizOrder, click **Collect Payment**. 5. **Collect the Payment.** Following this workflow ensures that the payment correctly links to the invoice, keeping the Paid and Due amounts accurate and consistent between your ERP and WizOrder. --- ### G. Issue a Refund Refunds can only be processed through the WizPay tab. 1. Go to the ***WizPay*** tab from the side navigation.  ![PW11](https://knowledge.wizcommerce.com/hs-fs/hubfs/PW11.png?width=670&height=365&name=PW11.png) 2. Click ***Payments*** and select the ***Refund*** option.  ![PW12](https://knowledge.wizcommerce.com/hs-fs/hubfs/PW12.png?width=670&height=366&name=PW12.png) 3. Choose the customer from your customer list. 4. Select the order you want to issue a refund for and click ***Next***. 5. Choose the specific products you're refunding. The refund amount is calculated automatically based on the selected items.  ![PW13](https://knowledge.wizcommerce.com/hs-fs/hubfs/PW13.png?width=670&height=366&name=PW13.png) 6. Click ***Refund***. 7. Check **Send Email Notification** if you want to notify the customer. The transaction status changes to **Refunded** in WizPay → Transactions. ![PW14](https://knowledge.wizcommerce.com/hs-fs/hubfs/PW14.png?width=670&height=365&name=PW14.png) --- ### H. Pre-Authorization Pre-authorisation lets you reserve a specific amount on a customer's card without charging it immediately. The amount is captured when you're ready to collect. 1. Go to the ***WizPay*** tab from the side navigation.  ![PW15](https://knowledge.wizcommerce.com/hs-fs/hubfs/PW15.png?width=670&height=365&name=PW15.png) 2. Select the ***Pre-Authorize*** option.  ![PW16](https://knowledge.wizcommerce.com/hs-fs/hubfs/PW16.png?width=670&height=382&name=PW16.png) 3. Choose the customer you want to set a pre-authorisation for.  ![PW17](https://knowledge.wizcommerce.com/hs-fs/hubfs/PW17.png?width=670&height=366&name=PW17.png) 4. Enter the amount to pre-authorise against the total order value. 5. Map the amount to the customer's saved card.  ![PW18](https://knowledge.wizcommerce.com/hs-fs/hubfs/PW18.png?width=670&height=366&name=PW18.png) 6. Click ***Authorize***. --- ### I. Set Up Recurring Payments Recurring payments automate regular payment collection — useful for subscription-based orders or agreed payment plans. 1. Go to the ***WizPay*** tab from the side navigation.  ![PW19](https://knowledge.wizcommerce.com/hs-fs/hubfs/PW19.png?width=670&height=365&name=PW19.png) 2. Select **Recurring Payments**.  ![PW20](https://knowledge.wizcommerce.com/hs-fs/hubfs/PW20.png?width=670&height=366&name=PW20.png) 3. Choose the customer from your customer list. 4. Fill in the following details: - **Name:** A label for the recurring payment (e.g., "Monthly Restocking – Retail Living") - **Amount:** The payment amount per cycle - **Start Date:** When payments should begin - **End Date:** When payments should stop - **Frequency:** Choose from daily, weekly, biweekly, monthly, bimonthly, quarterly, semiannual, or annual ![PW21](https://knowledge.wizcommerce.com/hs-fs/hubfs/PW21.png?width=670&height=381&name=PW21.png) 5. Review the payment schedule and click ***Create***. The customer receives an email confirming the recurring payment setup. Automated reminder emails are sent before each charge. --- ### J. Where Payments Appear Once a payment is collected, it appears in three places: - **WizPay → Transactions:** All transactions regardless of method — showing Transaction ID, payment type, amount, Order ID, customer, status, and date - **Order Detail – Payments Section:** The full payment history for a specific order, including partial payments, the method used, and the running balance - **Finix Dashboard:** Detailed settlement data including transaction fees, net amounts, and daily reconciliation --- #### FAQs **1. Can I use different payment methods for different instalments on the same order?** **A.** Yes. Each partial payment can use a different method — for example, ACH for the deposit and a credit card for the balance. You can also send multiple payment links for the same order at different times. **2. Where can I see all payments collected across all orders?** **A.** Go to **WizPay → Transactions**. It shows all transactions regardless of payment method, including Transaction ID, payment type, amount, Order ID, customer, status, and date. **3. Can I collect payment against an invoice?** **A.** Yes, you can collect payment against an invoice, but a payment is linked to an invoice only when Payment Against Invoice is enabled while collecting the payment. 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