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Take Itemized Sales

Process detailed payments with multiple line items directly in Payment Center.
Itemized sales are best for detailed billing with multiple products or services.
To process an itemized sale:
  1. Choose
    Payment Center
    Transactions
    .
  2. Click or tap
    Take a Payment
    .
  3. Switch to
    Itemized sale
    .
  4. Enter a description for the transaction.
  5. Check the
    Authorize only
     box to run as an Authorization transaction.
  6. Add up to 30 line items, including item name, unit price, and quantity.
  7. Apply taxes and discounts for each item as needed.
  8. Add freight or duty.
  9. Add customer information.
  10. Enter card details and billing address.
  11. Enter shipping address.
  12. Enter the sales tax rate.
  13. Click or tap
    Charge
    .

RESULT

The transaction is created immediately with all line item details, the customer receives confirmation if email provided, funds queue for settlement, and the transaction appears in the Transactions list.
After a successful payment, the system displays:
  • Transaction ID
  • Amount charged
  • Date and time
  • Options to send an email receipt, take new payment, and view transaction details

AFTER COMPLETING THE TASK

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