How to Manually Add a Credit Card Payment to an invoice if not using Square

Here is what to do if you have a customer that wants to pay in store with a credit card but you do not have a Square POS card reader. 

1. Go to the invoice and select the Payments/Expenses tab on the top of the invoice.

2. Put in the amount you want to charge the customer, and click the "None" option for messaging the customer and hit submit. This will put the payment request directly on the public invoice view. 

3. Go to "More Actions" on the invoice and select "Public Invoice View" 

 

4. Select the green "Pay Amount" button on the top of that screen and input your customer's credit card information for them. This will then apply payment directly to the invoice. 

Was this article helpful?
0 out of 0 found this helpful

Comments

0 comments

Please sign in to leave a comment.