Published at: 2026-10-12

Manage collections


Before you begin

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  • Applicable scope: ShareOrder Professional Edition.
  • Role and permission: Use an admin account with ShareOrder management permission.
  • Prerequisites: Prepare test accounts, products, and price data.

Steps

New Payment feature introduction

New Payment basics

  1. Payment and receivables management
Payment and receivables management
  1. Simple Payment closed loop - overall introduction
  2. Simple Payment closed loop - detailed solution

Payment detailed capabilities

Basic Payment capabilities

Write off Payment directly from an order
Account Prepaid Deposit and Payment claim
View Payment details
Edit Payment Details
Downstream views Payment records

Online Pay

Online Pay + Mini Program hosting flow
Enable Online Pay
Step 1: Enable a merchant
In CRM, find Enterprise wallet, select Connect now for WeChat Pay, and fill in the required information. If you have questions, see the help topic:
https://www.fxiaoke.com/mob/guide/fapp/zhifu/qianbao/%E6%8E%A5%E5%85%A5%E7%AC%AC%E4%B8%89%E6%96%B9%E8%B4%A6%E6%88%B7.html
Step 2: Enable Mini Program hosting
The brand owner first applies for a WeChat Mini Program on the WeChat official platform and keeps the same entity as the merchant. After the application succeeds, host it in ShareCRM. For details, see the ShareOrder Mini Program hosting handbook.
After that, search WeChat Mini Programs for the enterprise Mini Program.
Order Online Pay
Prepaid recharge
Salesperson QR Code Payment
View online payment records

Post Payment

Payment posting authorization
Impact of Payment posting authorization on existing accounts

Appendix: new vs old Payment feature comparison

Expected results

Use a test account to confirm the saved settings take effect on the related pages and records.

Undo or roll back

Return to the configuration entry, restore the previous switch, layout, or rule values, and re-verify with a test account.

Related topics

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