V8 - Adding payments overview
Payments can be entered into the system and processed in a number of ways.
When it comes to payments, the payment methods accepted are divided between those that accept any payment method and those that accept only SOS Pay - credit card and/or SOS Pay - ACH.
Transactions that accept any payment method
Any payment method can be used when:
- Adding a new payment transaction via the Quick add (+) menu or Payments list.
- Generating a payment transaction from an existing invoice.
- Generating a payment transaction from an existing customer.
Transactions that accept a MerchantTrack credit card and/or ACH payment methods only
A MerchantTrack payment method is accepted for:
- Creating a new sales order. Payment method must be SOS Pay – credit card.
- Creating a new sales receipt. Payment method can be either SOS Pay – credit card or SOS Pay – ACH.
edit_noteNOTE: Creating a new sales receipt adds the MerchantTrack transaction to the SOS Pay list. However, it does NOT create a payment transaction. Saved payment transactions are added to the Payments list, can be edited, and sync with QuickBooks Online.
edit_noteNOTE: If a payment was processed via SOS Pay - credit card or SOS Pay - ACH, the amount of the payment cannot be edited on the payment transaction. (However, other information on the transaction may be edited.) Refer to Refunding MerchantTrack transactions from the SOS Pay list for more information on how to deal with MerchantTrack-related issues.