- To receive a new payment for a Sales Order, press the Credit Card icon on the top right hand side of the Sales Order.
- Enter the amount of the payment, the payment method (credit card, cash, etc.), deposit location (a default action for this can be designated, i.e. Deposit Bag), when the payment was received, and a reference number so that the payment can be identified when preparing deposits.
- Select Save & Close to accept this payment and apply it to the Sales Order. Select Save & New to keep receiving payments. Selecting Revert will restore the payment fields to blank.
To view the payments that have been applied to a Sales Order, select Pre-Payment (located on the bottom right just above the Expected Pre-payment) and the details of the payment will appear.