To make a payment on behalf of a Vendor, you can enter it through Order Management.
Required Access:
You will need the Order Administrator or Administrator access level.
Where to go:
- Go to Admin > Member Management
- Select Order Management
Steps to be taken:
- Click on the add icon or the plus button to create a new order.
- For the Type, select Vendor.
- Under Payment Type, you have four options: Check, Cash, Credit Card (Stripe) or Other.
- For Existing Account, set it to Yes.
- Click on the Account field to choose the name of the Vendor.
- Cick Next.
- On the next page, you will see all the items that were charged to this Vendor.
- Select the items that they will be paying for.
- If the Payment Type was Check, Cash or Other, you will see an Order Confirmation page of the transaction.
- If you chose Credit Card as the Payment Type, you will see a Pay Now button to enter the credit card information for the Vendor.
- To see their payments, you can find it under the Manage Vendors page under the Paid column or through the Vendor Profile > Payments.