The One Time Payments page in Marketing 360® Payments makes taking a single payment from a customer quick and easy. One-time payments are a great solution when you need to accept a one-off payment over the phone or any other situation where a detailed line-item invoice is not required.
When you enter a one-time payment for an existing customer, the payment will be attached to their customer profile.
If you create a one-time payment for a customer that does not yet have a customer profile, one will be created for them using the info you enter when submitting the one-time payment. Check out the Creating A One-Time Payment section below for more details.
Use the search bar on the top of the page to search for a specific payment. You can search for a customer by simply typing their name, or click one of the pre-set options to search by date, or amount as shown in the example above.
One-Time Payment Sales
The Sales graph shows one-time payments over the last 90 days to provide a quick snapshot into purchase trends. The total shown in the top left corner of the panel is the total dollar amount of one-time payments from the 90 day window.
One-time payments displayed here can be broken down into three main categories: paid, refunded, and failed.
One-Time Payment Amount Breakdown
The Amount Breakdown panel displays further detail on the last 90 days of one-time payments for all three categories of payments.
|All Transactions||The combined total dollar amount of all one-time transaction types; paid, refunded, and failed.|
|Paid||The total dollar amount of successful one-time payments from customers|
|Refunded||The total dollar amount of one-time payments that have been refunded to customers.|
|Failed||The total dollar amount of one-time payments that have failed for reasons like invalid CVC codes, invalid card numbers, etc.|
One-Time Payment Transaction Details
The transactions panel follows the Account Breakdown panel and gives you further yet insight into the same categories of one-time payments.
Each tab will display the same columns to provide you with the details you need to stay up to date with any kind of one-time payment from any customer.
|Customer||Displays the customer's name or email, depending on what data is stored for the payment.|
|Description||Displays a brief description entered with the payment.|
|Amount||Displays the total dollar amount of the payment|
|Date||Displays the date of the payment|
|Status||Displays the status of the payment: Paid, Failed, or Refunded|
Use the All Transactions tab to view paid, failed, and refunded one-time payments in one list, or click one of the other tabs to review only the payments with a paid, refunded, or failed status.
Creating A New One-Time Payment
To quickly charge a one-time payment, all you need is a few basic details about the customer.
1. Click the blue Add One-Time Payment button near the top left corner of the screen.
2. Enter the customer's card number.
3. Enter the customer's name
4. Enter the a note describing the payment.
It's that simple!
Viewing an E-Commerce Customer Profile
If you enter a one-time payment and include the email address of an existing customer, the payment will be attached to their customer profile.
If you create a one-time payment for a new customer that does not yet have a customer profile, one will be created for them using the info you enter when submitting the one-time payment.
Simply click their name from any of the transactions tabs to view their full profile.
To learn more about managing customers and the functionality you can find in a customer profile, check out the Knowledge Base article here.
Issuing a Refund for a One-Time Purchase
Refunds can be issued for any successful one-time payment displayed on either the All Transactions or Paid tabs.
1. Hover over the successful transaction.
2. Click the three dot icon to the right of the status and select Refund Payment.
3. Select your reason for issuing the refund.
|Duplicate||The transaction was a duplicate of another successful transaction and should not be processed.|
|Fraudulent Charge||The transaction was marked as fraudulent by Stripe.|
|Requested by Customer||The customer has requested a refund of the transaction|
4. Add More details about the refund if you'd like to include a note to the customer.
Once the payment has successfully been refunded, you'll see the yellow 'Refunded' flag next to it in the transactions list.