Payments

Through the Zoey Admin you can Capture Payment against any Open Invoices on the Order you are working with. A single Payment can be applied across multiple Invoices! Or, multiple Payments can be applied to one Invoice!
That means Admins can decide how much is being paid towards each Open Invoice on an Order.

Admins can also Collect Deposit before the Order is Invoiced! Doing so would create a Deposit payment which will get applied to the first Invoice.

Payments can be Refunded partially or completely with the total refunded amount being unapplied from the Invoices. If a fully paid invoice is partially refunded the Invoice will re-open and accept new payments.

Offline Payments can be Edited if you need to make a correction! That includes Deposits collected through offline payment methods. Payments can also be Voided so that they are no longer linked in the Invoice.

Your Invoices can be paid a variety of ways!

• Capture Payment in the Zoey Admin
• Online Payment by Credit Card or ACH
• Marked Paid through API, CSV, or other Integrations
• Authorize against Credit Card and Capture Payment later

Capture Payment in Zoey Admin

Payment can be collected through the Zoey Admin within an Order. You must have an Open invoice to capture payment against. If the Order has not yet been Invoiced then you may Collect Deposit to create a Payment which is not linked to an Invoice.

After clicking Capture Payment, you will be shown the Invoices on the Order and given the opportunity to set the Capturing amount for each Invoice. One Payment will be created and linked to both of these Invoices. The amount applied to each Invoice from the Payment can be displayed in the girds and exported to CSV.

Choose between the Capture Types of Offline, Pay Now, or Capture Payment against Authorization.

Offline

An Offline Payment is not made through an online payment gateway. If your customers are sending you Checks or ACH payments through an external processor that is not connected to Zoey, that would be considered an Offline Payment.

Offline Payments are tracked like any other Transaction. The payment totals can be exported from the Transactions grid. The difference is that the Offline Payment is not connected to any other system. Customers cannot make offline payments through the storefront. You must collect their payment and then mark the Invoice as Paid through the Admin.

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Offline Payments can be Edited! You can also partially Refund or Void an Offline Payment. The Invoice will adjust its balance based on changes to the Payments.

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The Invoice's Deposit request can currently only be Paid by Admins if using an Offline payment method.
The customer will need to use their Pay Now link to pay the Deposit with an online payment method through the email or My Order page.

Pay Now

Choosing to Pay Now will open the "Pay Now" pop-up where you can choose an allowed Online Payment Method to process the payment.

Your customer's Saved Cards or ACH accounts will appear for them to choose which to make payment from. Online Payments are processed by the payment gateways like Stripe, AuthorizeNet, and more.

Payment Processor Transactions are recorded to their own section of the Order's Transactions list. These records provide insight to the process occurring within the payment processors platform. You can see the Transaction Type (Authorize or Capture), the Transaction ID, and whether the transaction Is Closed.

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Payment processor surcharges are added on top of the amount you are collecting automatically!

The Totals section of the Pay Now pop-up will display any surcharges which are being collected. The total surcharge amount collected is added to the Invoice Surcharge Amount.

Add a surcharge to your Online payment methods in Settings > Payment Methods.

Capture payment against Authorization

Payment will not be automatically Captured If your credit card payment method is set to Authorize Only. You can manually capture the payment against an active authorization and many of our integrations will do this for you.

If the authorization has expired you will see an error message. In that case you would need to use Pay Now for a new Authorization & Capture credit card payment.

Click here for more information on Credit Card Authorizations.

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Marking an Invoice as Paid will also create a Payment Receipt

Only the Payment Receipt Email will be sent to your Customer, not the New Invoice Email, when the invoice is paid at the time of creation.

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How Customers Pay Invoices

Customers can pay their Invoices in Zoey through any Online Payments they are allowed. When the Order is Invoiced the customer is notified by email. That email contains the Invoice summary and the Pay Now button.

Customers click the Pay Now button in the email or My Order page to be brought to a secure page where they can choose the Online Payment Method and enter their payment details. A breakdown of the Totals will be shown including any additional payment processing surcharges to collect.

Customer Paying Deposit

When a Deposit is requested the customer will first have to pay that amount before they can pay the remaining balance.

Invoice Notifications

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You can use Invoicing Automation to send reminders and follow-up to customers with unpaid invoices!

You can manually resend the invoice email by opening an Invoice and clicking the 3 dots to show the Resend button.