How to Process a Payment In-Store

In this article, you'll learn how to process a customer's payment in store. We'll guide you through the steps to do this from within an invoice and from the Payments section.

Step 1: Open the invoice and click on the Payments option.

Step 2: Click on Add Customer Payment.

Step 3: Choose your preferred payment option.

Step 4: For this tutorial, we're selecting credit card as the payment method. Enter the required credit card information.

Step 5: Fill in the city, state, and zip code.

Step 6: Click on Pay. If all the information is correct, you'll receive a successful payment notification.

Alternatively, you can also process a payment from the Payments section.

Step 7: Navigate to Payments.

Step 8: Go to Accounts Receivable, then Payments by Job or Payments by Invoice.

Step 9: Here, you'll see any unpaid balances. You can add a payment from this location as well.

Step 10: Select your method of payment and deposit account.

Step 11: Validate the city, country, and street address.

Step 12: Enter the city, state, and zip code.

Step 13: Click on Pay. You'll receive a successful payment notification if all the information is correct.

And that's it! You've successfully processed a payment.