Create a POS Payment

Option 1. Manual Payment

• Click on the $Pay Now button.
• The New Payment Window will appear.
• Choose the Deposit (or click New to create a deposit) that the payment should be assigned to.
• Select a Payment Type.
• Add a Reference Number (not required).
• The Date defaults to today's date.
• The Amount defaults to the Amount owed.
• The Cash Calculator offers you the ability to enter an Amount Received.
• The Amount Due will display the change to the customer.
   

Option 2. Credit Card Payment

• Click on the arrow to the right of the $Pay Now button.
• The New Payment Window will appear.
• The Amount defaults to the Amount owed.
• Verify the Contact Name is correct.
• Choose a Credit Card Processing Account if different from the default.
• Complete the Credit Card and Billing Address fields.
• Save Card for Future Payments if necessary.
• Click Submit.