How to Process a Payment in Sales

Last updated on April 24, 2023 20:13

How to Process a Payment in Sales

---

​

1. Start from Dashboard

 

 

 

 

2. Click on Sales

3. Click on New

4. Click on Charge

5. Search for your client or select from list

6. Click on Service or Product

7. Click on the product name

8. Type in the amount to be charged

9. Type in the card number

10. Type in the expiration and cvc/security code

11. Click on charge

---

*International partnerships have some feature limitations, click here to learn more