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How to Process a Payment in Sales

Product Success Team
  • Updated

How to Process a Payment in Sales

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1. Start from Dashboard

 

 

 

 

2. Click on Sales

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3. Click on New

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4. Click on Charge

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5. Search for your client or select from list

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6. Click on Service or Product

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7. Click on the product name

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8. Type in the amount to be charged

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9. Type in the card number

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10. Type in the expiration and cvc/security code

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11. Click on charge

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