Batch Processing Outstanding Balances

Overview

Use Process Outstanding Balances to attempt payment for orders with balances due by charging the cards on file. Review the orders carefully before using this option.

Video Tutorial

Watch this video for a walkthrough of processing outstanding balances.

Security access: Access to this option may be controlled by a security role setting. To give access only to certain users, adjust the setting described in Store Security.

Process Outstanding Balances

  1. Open the event and go to the Orders grid.

  2. Review the orders with outstanding balances. The balance due appears in the rightmost column.

    Orders grid showing outstanding balances 

  3. Click Process Outstanding Balances at the top of the grid. A dialog opens.

    Process Outstanding Balances dialog 

  4. Click Process Outstanding Balances in the dialog. Boomer attempts to charge the card on file for each applicable order.

Important: This option processes balances due only. If a customer is owed a refund, process it individually. See Process a Whole or Partial Refund.

Orders without a card on file cannot be processed using this method.