Open an order. In **Order Items & Payments**, select the payment action to open **Take or Record Payment**. Collecting payments requires financial permissions; other roles see **Not available for your role**.

## Choose What You Are Doing

**What Are You Doing?** offers two paths:

### Charge a Card

Use the customer's saved card or enter a new card in secure checkout.

1. Choose the amount: **Balance Due**, **Deposit Due**, **Invoice Total**, or **Custom Payment Amount**.
2. Review any tip and customer credit.
3. Select **Charge in Secure Checkout** (or **Open Secure Checkout**). Card details are entered only in secure checkout. They are never typed into RE Media Hub directly.

Card charges need a connected payment processor. See [Connect Payment Processors](https://help.remediahub.com/hc/help-center/articles/connect-payment-processors).

### Record a Payment

Record money you already received outside RE Media Hub. No card is charged.

1. Enter the **Amount** or choose a preset.
2. Under **Where was the payment received?**, choose **Check**, **Cash**, **Zelle**, **Venmo**, **Bank Transfer**, or **Other**. For **Other**, enter where it was received. **Notes** allow up to 350 characters.
3. To record a card payment that already succeeded outside this dialog, enter the **Last 4 Digits of the Card**.
4. Select **Review Payment**, check **Total to Record** and **Balance After Payment**, then confirm.

## Apply Customer Credit

If the customer has a credit balance, choose **Apply Customer Credit**, set **Credit Amount to Apply**, and select **Review Credit** (or **Review Payment & Credit** when combined with a payment).

When nothing is owed, the dialog shows **This Invoice Is Paid in Full**.

## Deposits

When a deposit is required, use **Send Deposit Reminder** on the order to email the customer again. To remove a deposit requirement from one order, use the deposit remove control on that order.

## Refunds

Open a payment in **Payment Details** to refund. Choose the **Refund Type**: **Original Payment Method** or **Refund as Customer Credit**. Enter the **Refund Amount** (up to the amount available to refund) and optional **Refund Notes**. Customers are notified by the **Payment Refunded** template when it is enabled.

## Troubleshooting

- **No card option.** No payment processor is connected, or your role cannot collect payments.
- **Tip field missing.** Tipping is off. See [Configure Tipping](https://help.remediahub.com/hc/help-center/articles/configure-tipping).

## Reading Payment Details and Alternate Labels

In **Payment Details**, **Order Payment Amount** is a read-only amount from the selected payment record; it is not an input for charging the customer again. **Refund Notes (Optional)** lets you add a reason or reference for the refund, up to 500 characters. Review the refundable amount and refund destination before starting the refund.

Some payment presentations use **Charge a Card Now** with **Open Secure Payment** for the secure card path, and **Record a Payment Already Received** for an external payment. These mean the same two different actions described above. **Amount Received** chooses the deposit due, remaining balance, or a custom amount; **Payment Notes (Optional)** stores a payment reference. The current **Take or Record Payment** dialog uses the labels and notes limit described in the steps above. Follow the labels and character limit in the dialog you actually see; recording a payment is appropriate only after the money was received.

## Related Guides

- [Configure Deposits](https://help.remediahub.com/hc/help-center/articles/configure-deposits)
- [Find the Right Billing or Payment Record](https://help.remediahub.com/hc/help-center/articles/review-billing-and-payments)