How to Take a Manual Payment

Modified on Thu, Jun 4 at 5:05 PM

00:00: This tutorial guides you through completing a manual payment

00:02: when your system experiences syncing or invoice price issues. You will learn how to

00:07: enter payment details and finalize the payment process.

00:01: if your system not syncing to an invoice or displaying an incorrect amount,

00:04: processing a manual payment provides a quick and easy workaround.

00:09: To begin, click the manual payment button. and it will expand the top menu

00:14: Next, enter the customer's name, the invoice number,

00:18: and the amount to be collected. Once the fields are filled out, click Receive

00:22: Payment

00:24: This will bring you to the standard payment screen, select your preferred payment

00:28: method, and click process to complete the transaction.

00:32: Thanks for watching!

When to use this: If the system is not syncing to an invoice or is displaying an incorrect amount, processing a manual payment provides a quick workaround.
  1. Open the Manual Payment menu.
    Click the Manual Payment button. This expands the top menu with the payment fields.
  2. Enter the payment details.
    Fill in the following fields:
    • Customer Name
    • Invoice Number
    • Amount
  3. Click Receive Payment.
    This takes you to the standard payment screen.
  4. Complete the transaction.
    Select the preferred payment method, then click Process to finalize.

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