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Point of Sale Payment Methods Overview
Point of Sale Payment Methods Overview
Updated over a year ago

There are four different payment methods available:

  • Cash

  • Check

  • Credit Card

  • Invoice (not available for anonymous sales)

You may select your payment method after creating a guest sale or selecting an account from the shopping cart.

How to Pay by Cash

  1. From Payment Methods, select Cash.

  2. If desired, enter a note displayed in the reporting.

  3. Click Complete Payment.

How to Pay by Check

  1. From Payment Methods, select Check.

  2. Enter the check # or reference.

  3. If desired, enter a note displayed in the reporting.

  4. Click Complete Payment.

How to Enter a Credit Card Manually or Use a Saved Credit Card

  1. From Payment Methods, select Credit Card.

  2. Enter the card information ---OR--- select a saved card.

  3. If desired, enter a note displayed in the reporting.

  4. Click Process Payment.

How to Process a Credit Card with the Terminal Reader

  1. From Payment Methods, select Credit Card.

  2. Select the terminal reader.

  3. [Optional] Select Save this Card to save the card information to this account for future payments.

  4. Click Start.

  5. The terminal reader will connect, and you can swipe the card to process the payment.

How to Invoice an Account to Pay During the Next Billing Cycle

  1. From Payment Methods, select Invoice.

  2. If desired, enter a note displayed in the reporting.

  3. Click Complete Payment.

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