What to do when the customer selects invoice as a payment option but then wants to pay by credit card

Please note these steps are only applicable if a transaction is completed as an invoiced transaction and needs to be changed to credit card. The reverse (credit card to invoice) is not possible following these steps.

If a customer completes their transaction having selected “Invoice” as their payment method but then wishes to pay by credit/debit card instead you should:

  1. Go to REVENUE> Transactions> List> Revenue. Search for the transaction and click on the transaction ID.

  2. Click ACTIONS> Cancel.

  3. Ask the customer to log in to the website using the same account they used to complete the original transaction.

  4. On the left hand menu they should go to TRANSACTIONS> Incomplete and beside the relevant transaction click “Re-process”.

  5. The customer will then be taken to Step 2 of the checkout process (usually Personal or Invoice Details). They should continue through the steps until they reach the “Summary” step. They can then select the correct payment option and complete the transaction.