Payments

Overview

Flint Engine manages payment records for orders. Payments are tracked per order with status, amount, method, and transaction details. The payment system integrates with the order lifecycle to ensure accurate financial records.

Payment Statuses

Recording Payments

For manual or offline payments:

1. Open the order detail page in Orders
2. Click Record Payment
3. Enter the payment details:
   • Amount — Payment amount (can be full or partial)
   • Method — Payment method used (bank transfer, check, etc.)
   • Reference — Transaction ID or reference number
   • Notes — Optional payment notes
4. Save the payment record

Viewing Payments

Each order shows all associated payment records:

• Payment date and amount
• Payment method
• Transaction reference
• Status (completed, pending, failed)
• Admin notes

Processing Refunds

1. Open the order detail page
2. Click Refund in the actions menu
3. Enter the refund amount (full or partial)
4. Add a reason for the refund
5. Confirm the refund

The order status automatically updates to "Refunded" after a full refund.

Payment Reconciliation

Track payments for accounting:

• Review all payments in Orders filtered by payment status
• Export order data for external accounting tools
• Match payments with bank statements
• Track failed payments and follow up with customers

CRM Finance

For more comprehensive financial management, the CRM workspace includes:

• CRM → Finance — Payment overview and management
• CRM → Expenses — Track business expenses
• CRM → Invoices — Generate and send invoices

Related Articles

• Checkout — Customer checkout process
• Orders — Order management
• Cash on Delivery — COD payment method