Payments

Marzipan tracks the payment status of every order and lets you take payment, record offline payments, and issue refunds from the order details page.

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Payment status

Each order has a payment status:

• pending - payment has not yet been taken
• paid - payment has been received in full
• failed - a payment attempt was unsuccessful
• refunded - the order has been refunded (fully or partially)
• free - a zero-value order that has been completed

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Process payment

On an unpaid order, click Process payment to take payment. You can either:

• Charge a saved card - charge a payment method the customer has on file
• Record a manual payment - log a payment taken offline, for example cash, bank transfer, phone, or other

Use a manual payment when the customer has already paid you outside of Marzipan and you just need to record it against the order.

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Mark as free

For zero-value orders, use Mark as free to complete the order without taking payment.

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Refunds

You can refund an order in full or in part. When you issue a refund you add a reason, and the refund is shown against the original payment as a nested row on the order.

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Redeem points

When rewards are enabled, you can Redeem points at the order level to apply the customer’s rewards points to the order total.

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Tap to Pay and card-present payments

Card payments taken in person appear on the order with a Tap to Pay indicator, along with the card brand and the last 4 digits of the card. These are taken through the Marzipan mobile app — see Point of Sale.

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Related Documentation