{"id":1137,"date":"2024-11-23T04:57:39","date_gmt":"2024-11-23T04:57:39","guid":{"rendered":"https:\/\/support-landing.altegio.cloud\/support\/15875924092061-processing-online-orders-without-integrating-an-online-payment-service\/"},"modified":"2024-12-13T00:53:00","modified_gmt":"2024-12-13T00:53:00","password":"","slug":"15875924092061-processing-online-orders-without-integrating-an-online-payment-service","status":"publish","type":"docs","link":"https:\/\/alteg.io\/en\/support\/knowledge-base\/15875924092061-processing-online-orders-without-integrating-an-online-payment-service\/","title":{"rendered":"Processing online orders without integrating an online payment service"},"content":{"rendered":"

When configuring the online sale of memberships and gift cards<\/strong>, if you have integrated an online payment service<\/a>, the processing of orders and their progression to the intended status will occur automatically.<\/strong><\/p>\n

However, if you opt for alternative payment methods<\/strong> (such as direct bank transfers), you will need to specify this choice by selecting the Other method<\/strong> option within the Online sales > Settings<\/strong> section, under the \u201cPayment<\/strong>\u201d tab. It is important to note that orders will require manual processing in this scenario.<\/p>\n

This article focuses on the setup and manual processing of online sales in the absence of an online payment service integration. You can find comprehensive guidelines for establishing online sales of memberships and gift cards in the linked instructions<\/a>.<\/p>\n

Settings<\/strong><\/span><\/p>\n

Access the chain interface and navigate to the Online sales > Settings<\/strong> section. Within this section, proceed to the \u201cPayment<\/strong>\u201d tab.
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Choose the payment method by selecting the option \u201cOther method<\/strong>\u201d.<\/p>\n

In the subsequent \u201cLocation<\/strong>\u201d field, designate the specific location where the funds from online sales should be directed. Note that a separate cash desk will be automatically set up in the chosen location<\/strong> for this purpose. Enter the Email address<\/strong> where notifications of new orders will be sent.<\/p>\n

Finalize these configurations by clicking on the \u201cSave<\/strong>\u201d button.<\/p>\n

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If there is a requirement to allocate revenue across different locations within the chain, it is advisable to reach out to your manager for assistance and further guidance.<\/em><\/p>\n

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Online Order Processing<\/strong><\/span> <\/p>\n

When opting for an alternative payment method, such as bank transfers or cash payments<\/strong>, you’ll need to manually process orders. Here’s how to do it:<\/p>\n

Navigate to Online sales > Sales list<\/strong> in your system. Filter the orders by the \u201cPending payment<\/strong>\u201d status and select \u201cShow<\/strong>\u201d.
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Provide the client with the necessary payment details. You can find the client’s contact information in the \u201cClient<\/strong>\u201d field of the order.<\/p>\n

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Proceed to either confirm or reject the order. The order status will then update to either \u201cPaid<\/strong>\u201d or \u201cCanceled<\/strong>\u201d, based on your selected action.<\/p>\n

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If the order status is changed to \u201cPaid<\/strong>\u201d, a sales transaction will be recorded in the location you specified in your settings. You can review this sale under the Finance > Financial operations<\/strong> or Inventory > Inventory operations<\/strong> sections.<\/p>\n

To process a return in the system<\/strong>, select the return button adjacent to the \u201cPaid<\/strong>\u201d status. This action will remove all transactions associated with that payment.<\/p>\n

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Note that the actual refund to the client must be handled manually and will depend on the method of payment used.<\/p>\n

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When configuring the online sale of memberships and gift cards, if you have integrated an online payment service, the processing of orders and their progression to the intended status will occur automatically. However, if you opt for alternative payment methods (such as direct bank transfers), you will need to specify this choice by selecting the […]<\/p>\n","protected":false},"author":35,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"doc_category":[61],"doc_tag":[1267,1507,1834,1534,2029,1252,1522],"class_list":["post-1137","docs","type-docs","status-publish","hentry","doc_category-online-sales","doc_tag-chain-en","doc_tag-client-en","doc_tag-finance-en","doc_tag-gift-card-en","doc_tag-inventory-en","doc_tag-location-en","doc_tag-membership-en"],"aioseo_notices":[],"aioseo_head":"\n\t\t\n\t\n\t\n\t\n\t\n\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t