To add a payment, select the +Add a Payment button.


On the +Add A Payment pop-up window, you can view the Total Paid and Total Amount Due. You can select a specific Sale Item, Payment Method, and enter Payment amount.



On the +Add A Payment pop-up window, you will have the following options:


  1. For Item: This drop-down menu will show you all of the Sale Items that you added in the Sale Item section. You have the option to apply the payment to a specific sale item or you can apply the payment to all of the sales items by selecting All Sale Items. If there is only one sale item, it will be set as the default.    

  2. Payment Method: This drop-down menu allows you to select the appropriate payment method. You can choose Cash, Check, Credit Card, or Gift Card. Based on what you select, you will have different fields that will need to be filled in. The details are listed below.        

    1. Cash: If you select Cash, you will need to enter the amount of cash in the Payment field.        

    2. Check: If you select Check, you will need to enter the check number in the Check Number field and the amount of the check in the Payment field.    

    3. Credit Card: If you select Credit Card, you will need to enter the following information:

      • Transaction ID: The Transaction ID is generated from CyberSource after you process a Credit Card transaction. You will need to enter that CyberSource ID in this field. This number should be unique for each CyberSource transaction.

      • Credit Card Name: Enter the person’s name that is on the credit card. This might be different from the user’s name in the system.

      • Credit Card Type: Select the correct credit card type from the drop-down menu. You can select American Express, Discover, Mastercard, or Visa.    

      • Payment: Enter the correct payment amount in the text field.        

    4. Gift Card: If you select Gift Card, you will need to enter the Gift Card Code and the amount in the Payment field.    


  3. +Add Payment button: Select the +Add Payment button to add the payment information to the user’s invoice.

  4. If you need to add more than one payment for this invoice, repeat the steps above.