V8 - Adding a payment from a new sales receipt
A payment can be made via a new sales receipt using SOS Pay - credit card or SOS Pay - ACH as the payment method.
warningIMPORTANT: The credit card or ACH payment can be used to process new transactions only. Once the sales receipt is saved (even if using Save and keep editing), it is no longer considered new, and the system will process the payment via MerchantTrack immediately. Any items added after the transaction has been saved (including Save and keep editing) will not be processed for payment.
To add a payment from a new sales receipt:
- Open a new sales receipt. Go to Quick add > Sales > Sales receipt—or Operations menu > Sales > Sales receipts, then select Add new.
- Enter the customer, items, and other data needed.
- In the Payment method area, select SOS Pay - credit card or SOS pay - ACH and enter the payment details.
- Upon saving the sales receipt, SOS Inventory will:
- Process a credit card transaction via MerchantTrack.
- Add the record of that transaction to the SOS Pay list.
edit_noteNOTE: Although a credit card or ACH payment on a sales receipt creates a MerchantTrack transaction, it does not create a payment transaction. The sales receipt itself serves as a record of the payment. Sales receipt payments sync to QuickBooks Online.
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