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.

To Get There: Sales > Orders > Open Order > Collect Payment

Table of Contents

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.

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. Collecting Payment from the Orders Tab

1. Go to Sales → Orders and open the confirmed order.
   
   
2. Click Collect Payment above the order summary.
   
   
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. Collecting 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. 
   
   
3. Click Collect Payment in the customer profile. 
   
   
4. Calculate the combined total across all outstanding orders and enter the amount manually. 
   
   
5. Select your preferred payment method and complete the payment flow.

D. Collecting Payment from the WizPay Tab

1. Go to the WizPay tab from the side navigation.
2. Select Payments. 
   
   
3. Search for the customer by name or type it manually. 
   
   
4. Select the customer from the results. 
   
   
5. Follow the same payment flow as collecting from the Orders tab.

E. Collecting 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.
2. Adjust the Payment Amount to the partial amount you're collecting — for example, 50% of the order total.
3. Complete the payment flow. The order status updates to Partially Paid. 
   
   
4. When the remaining balance is due, repeat the process for the outstanding amount.

F. Issuing a Refund

Refunds can only be processed through the WizPay tab.

1. Go to the WizPay tab from the side navigation. 
   
   
2. Click Payments and select the Refund option. 
   
   
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. 
   
   
6. Click Refund.
7. Check Send Email Notification if you want to notify the customer.

The transaction status changes to Refunded in WizPay → Transactions.

G. 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. 
   
   
2. Select the Pre-Authorize option. 
   
   
3. Choose the customer you want to set a pre-authorisation for. 
   
   
4. Enter the amount to pre-authorise against the total order value.
5. Map the amount to the customer's saved card. 
   
   
6. Click Authorize.

H. Setting 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. 
   
   
2. Select Recurring Payments. 
   
   
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
     
     
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.

I. 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
• Phoenix 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.

Not finding what you need? Browse the WizCommerce Help Center, reach out to your Customer Success Manager, or contact our Support Team.