Sales: How do I add a Payment to a Sale?

To add a Payment to a Sale, either create a new Sale or edit a Sale

Payments can also be added to Sales in the Checkout screen, see How do I checkout a Reservation?


Payments in a Sale are listed in the 'Payments' section

Click Add Payment to add a new Payment 



The payment amount can be left as is or overridden if needed


Choose a payment method from the following:

Payment MethodDescription

Cash

To add a Cash payment, enter the cash amount received and click the Cash button

Any change to be given will be displayed

Stripe
To process Stripe Payments in-store, please connect your Stripe account (see How do I connect my Stripe account?)

To add a Stripe Payment, enter the required amount and click Stripe

Stripe allows you to charge a credit card by manually entering the details, store a credit card for later use, or charge a stored credit card
For more information, see How do I store and charge customer credit cards?
Square
To process Square Payments in-store, please connect your Square account (see How do I connect my Square account?)

To add a Square Payment, enter the required amount and click Square 

Square allows you to charge a credit card by manually entering the details, store a credit card for later use, or charge a stored credit card
For more information, see How do I store and charge customer credit cards?

The Square card reader can be used via the iOS or Android apps

Custom

To add a Custom payment method, click + Add

Enter in the name of your desired payment method eg 'Credit Card', and click OK

Customer Credit

If the Customer has available Customer Credit, this will appear on the Customer Credit button

To add a Customer Credit payment, enter the required amount and click Customer Credit
Stored Credit Card
It's possible to charge stored credit cards

Click Stored Credit Card button, then select the stored card you wish to charge

For information about enabling and using stored credit cards, see How do I store and charge customer credit cards?

Gift Card

To pay for a Sale with a Gift Card the Customer must have a valid Gift Card on file, see How do I sell a Gift Card?

To add a Gift Card payment, enter the required amount and click Gift Card


A list of Gift Cards assigned to this Customer will appear, click Pay against the required gift card

Alternatively, it is possible to use the Search field to search for and pay with a different Customer's Gift Card, or a Gift Card in the system which is unassigned to a Customer

Loyalty Points

If a Customer has accumulated Loyalty Points, these will appear on the Loyalty Points button

To add a Loyalty Points payment, enter the required amount and click Loyalty Points 

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