Invoice payments in Hitachi Solutions Ecommerce
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Transcript of Invoice payments in Hitachi Solutions Ecommerce
© Hitachi Solutions. 2015. All rights reserved.
Invoice Payments via Manager Panel with Hitachi Solutions Ecommerce
© Hitachi Solutions. 2015. All rights reserved.
Contents
1. Feature Overview
2. Settle online payments
3. Settle credit card payments via Manager Panel
4. Settle offline payments
2
© Hitachi Solutions. 2015. All rights reserved.
Feature overview
• Increase Sales - The Manager Panel allows the CSR to create various types of attractive discounts and promotions ,
and display them prominently on the web store. This helps entice shoppers into buying and increases sales on your
web store.
• The Manager Panel as a virtual collection center - The ability to process payments in a variety of ways via the
Manager Panel, opens up the potential for the merchant to use the Manager Panel as a virtual collection center.
• Automated online payment settlement - Settle invoices for all fulfilled orders placed by credit card or PayPal via the
Manager Panel. The credit card is charged against the invoice or order and the payments are integrated into your
back-office Microsoft Dynamics ERP as well.
• Easy settlement of offline payments - Settle outstanding invoices for all orders placed by offline payment methods
such as cash, check and wire transfer via the Manager Panel. Integrate these payments as well to your back-office
Microsoft Dynamics ERP.
• Single payment for multiple invoices - Let the Store Manager/CSR select one or more invoices in the Manager
Panel and settle them through a single payment. Partial payments of pending invoices are also possible.
© Hitachi Solutions. 2015. All rights reserved.
The Integration Manager and Scheduler application allows you to schedule various batch processes to be run at a pre-determined time and frequency and charge the credit card for the invoiced amount. Settlement runs for each invoice successfully integrated in the Manager Panel from the Microsoft Dynamics ERP.
Batch process for online settlements Automated sign on to Manager Panel The Integration Manager and Scheduler allows you to automatically sign on to the Manager Panel. Setup or Operations Manager can land back to the Manager Panel without login dialogue to run any batch process from Integration Manager.
Settle online payments
© Hitachi Solutions. 2015. All rights reserved.
Settle credit card payments via Manager Panel
Operations Manager lands back to the Manager Panel via automated sign on and settles the pending online payments. Credit card payments made through the web store or the Manager Panel can be settled against the invoice or order by clicking on ‘Settle Online Payment’ link. This allows you to choose the order or invoice and settle the previous authorization. Payment once settled can be seen in ‘Payment Transactions’ against the order as well as the invoice. On a successful run the charged money will be integrated back into the ERP as payment against the invoice.
© Hitachi Solutions. 2015. All rights reserved.
Outstanding invoices for all orders placed by offline payment methods such as terms PO, cash, check and wire transfer can be settled by navigating to the ‘Create Payments’ menu in the Manager Panel. The CSR can select pending invoices he wishes to settle and settle payments for the customer.
Make single payments against multiple invoices Integration with Dynamics ERPThe payments settled through this method are then applied to an invoice in the supported Microsoft Dynamics ERP. On a successful run the charged money will be integrated back into the ERP as payment against the invoice.
Settle offline payments
© Hitachi Solutions. 2015. All rights reserved.
The self- service ‘My Account’ on the web store is equipped to settle offline payments. The invoices generated against the shopper’s orders are displayed on the web store real-time. The shopper can select multiple invoices and make a single payment against them or even pay an invoice partially.
Settle offline payments via web store
© Hitachi Solutions. 2015. All rights reserved.
Thank You.