There are 2 ways that you can manually mark an order as paid in ISN. We will cover both here.
From the Order View Page
Open the order.
Click on Actions > Payments.
3. In the Payments section, located on the right side of the screen, select the payment type.
Payment Types
Credit/Debit: This option allows you to manually add the payment from a credit or debit card. It is particularly useful if you have a client on the phone who wants to pay. You can take the payment over the phone and input the customer's card details.
Check: This payment method requires a physical check. For informational purposes, it allows you to add the check number.
Cash: This payment option will display a note indicating the payment was made with cash. It is very convenient if you received cash on-site.
Other: This option allows you to select other types of payment.
Money Order: Money orders work similarly to personal checks. The payer purchases a money order and provides it to the recipient. The recipient can then choose to deposit the money order into their bank account, cash it at a bank, or take it to a location that cashes money orders. ISN will add a payment note.
Post Sale: A Post Sale payment or transaction refers to an action taken after the original sale has been completed, but no actual payment or refund is processed at that moment. ISN will add a note or update records, rather than processing a direct financial action such as a payment or refund.
Refund Note: Allows you to add a note regarding a refund that was processed through another platform, physical money, or another method such as sending a check to the customer. This type does not trigger the actual refund to the customer; it simply adds a note to the payment history.
ACH (eCheck) Payment: It allows you to add the payment via ACH, similar to Credit/Debit. You will need to provide the customer's details, such as the routing number and account number.
Electronic: This allows you to add a note indicating that the payment was made via a third party, such as Venmo, Zelle, or cryptocurrency transfer.
4. After selecting your payment method, click process payment
From the Grid
Navigate to Inspection > Scheduled Inspections.
Search for your order in the order list.
On the right-hand side, locate the "Paid" icon
Click the red icon with the red cross to mark the order as paid.
A new window will appear where you need to select the payment method.
Payment method.
Credit/Debit: No charge will be made, this will just make a note that it was paid with card.
Check: This payment method requires a physical check. For informational purposes, it allows you to add the check number.
Cash: This payment option will display a note indicating the payment was made with cash. It is very convenient if you received cash on-site.
Money Order: Money orders work similarly to personal checks. The payer purchases a money order and provides it to the recipient. The recipient can then choose to deposit the money order into their bank account, cash it at a bank, or take it to a location that cashes money orders. ISN will add a payment note
Note: [These payment methods are just shortcuts to quickly mark an order as paid. They don’t actually send money to your bank account; they only update the order status.]
5. After selecting your payment method, click Mark as Paid.
This will successfully mark the order as paid.
Need more help?
If you have any questions about this process please let us know! You can reach us by chat, email at help@inspectionsupport.com, or phone at (800) 700-8112.
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