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Taking Payments Overview
This section explains how to process payments directly in Payment Center.
Payment Options
The Payment Center allows you to process both quick payments and itemized sales. You
can access the payment form by going to and clicking or tapping
Take a Payment
.Quick Payments
Quick payments are best for simple, one-time charges without detailed line items. This option allows you to:
- Select currency and amount
- Add a transaction description (optional)
- Run as an Authorization transaction if needed
- Add customer information (optional)
- Enter card details and billing address
- Add shipping address (optional)
- Apply sales tax rate (if applicable)
Itemized Sales
Itemized sales are best for detailed billing with multiple products or services. This option allows you to:
- Add up to 30 line items with item name, unit price, and quantity
- Apply taxes and discounts per item
- Add freight or duty charges (if applicable)
- Add customer information (optional)
- Enter card details and billing address
- Add shipping address (optional)
- Apply sales tax rate (if applicable)
Payment Confirmation
After a successful payment, you'll see:
- Transaction ID
- Amount charged
- Date and time
- Options to send an email receipt, take a new payment, and view transaction details
What Happens After Payment
When you process a payment:
- The transaction is created immediately in the system
- The customer receives confirmation (if email address was provided)
- Funds queue for settlement to your account
- The transaction appears in the Transactions list for tracking and management