User Interface with and without Payment Instruments
Previously, the user interface included a lot of fields on the Payment Method subtab on customer payment:
The subtab from the previous screenshot is called Payment on sales order and cash sale, and Refund Method on customer refund.
With Payment Instruments enabled, the displayed fields are contextual, and the Payment Option drop-down list is the most important user interface item:
The Payment Option drop-down list lets you select the following payment instruments and payment methods:
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payment instruments that are preserved on file
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payment instruments that are available in the same order-to-cash flow
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payment methods that do not need a payment instrument as an input for payment processing by a gateway, such as eWallets, card swipe, and EMV
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offline payment methods: Cash, Check, Wire, MealVouchers
After you select a Payment Option, only fields relevant for the selected Payment Option become available. Notably, the following fields can be displayed:
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Handling Mode – for more information, see the help topic Using the Handling Mode Field.
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Payment Operation - enables you to select a payment operation (Authorization, Capture, Sale, or Refund) depending on the context of the transaction.
When searching for a payment method, the corresponding Payment Option ID is listed for each method in the search result.
Note that the Recurring Payment box no longer appears in the user interface, but you can still use a custom script to enable recurring payments with Payment Instruments.