The Take Payments module is the fastest way to collect an in person payment without creating an estimate, project, invoice, or customer record.
Enter the payment details on behalf of your customer
- Click Take Payments in the left sidebar (desktop) or hamburger menu (mobile) to pull up the Take Payment form.
- Mark whether the payment you are taking is Non-taxable or Taxable.
- Payment Amount = enter the total amount due
- Tax Amount = enter the amount to add for sales tax (field only appears if you selected Taxable at the top)
- Payment Method = select Card or eCheck
- Complete all fields your customer's payment information.
- Enter billing address associated with the payment method entered.
- Enter one email address for the Receipt Email. Use the Add Email link to add more addresses. See Set your business settings if you would like to receive copies of your customers' receipts.
- Click Process Payment.
If surcharging is enabled on your account and an eligible credit card is used for payment, you must check the box to confirm your customer has agreed to the surcharge amount added to the transaction total. The total transaction amount will automatically be adjusted to include the surcharge. |
Show a QR code to send your customer to a payment form
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All payments processed through Take Payments can be viewed in the Payment Activity section.