Make a Payment to Subscription

A two-step process, which allows you to first define the invoice being paid and then perform the payment. The Make Payment action is enabled when a due or overdue invoice is associated with the Subscription.

For an existing subscription, you can apply a payment to the subscription by clicking the Make Payment button that appears in the Actions panel.

Payments are accepted for subscriptions with outstanding balances only when invoices issued for the Subscription are due or overdue.

Step 1: Prepare Payment

Enter the details of the payment that the customer would like to make and define the invoice being paid.

Table 1. Prepare Payment Dialog Box
Field	Guidance	Relevancy
Invoice ID	Select the invoice being paid from the drop-down list. Invoices are identified by their Invoice ID. Note: Only Due or Overdue invoices appear in the list. If only one invoice is due for the Subscription, it appears in the field, by default.	Required
Payment ID	Enter your Merchant payment ID for this payment.	Required
Account Number	Enter the Merchant Accepted Payment Account Number.	Optional
Amount Due	Current balance due along with the relevant currency represented by the national flag.	Read only
Amount	Enter the Amount of the payment being made.	Required

Step 2: Make Payment

This screen displays the input received in the previous screen and allows you to decide about overage allocation

Table 2. Make Payment Dialog Box
Field	Guidance	Relevancy
Subscription	The Subscription ID	Read only
Invoice	The Invoice ID of the invoice selected for payment in the previous screen	Read only
Account ID	The customer's Account ID. This is the customer associated with the Subscription.	Read only
Currency	Currency type for this Subscription represented by the national flag.	Read only
Amount Due	Current balance due along with the relevant currency represented by the national flag.	Read only
Payment ID	The Merchant payment ID as entered in the previous screen.	Read only
Account Number	The Payment method account number entered in the previous screen. Account details are masked. Note: If an account number was not newly entered (and the current payment method is being used), this field does not display.	Read only
Payment Method	The Payment Method being used to perform this Payment. This will be the Merchant Accepted Payment defined for invoice payments.	Read only
Amount	The Amount of the payment being made as entered in the previous screen.	Read only
Overage	If the amount being paid is higher than the amount due, use this field to allocate the surplus funds. Select from the following: Apply to this Subscription Apply to Credit Apply to Oldest Invoice	Read only