V9 - Adding a payment from a new sales receipt (SOS Pay)

 

The option to add a payment via a new sales receipt is available to SOS Pay users only. Either SOS Pay - credit card or SOS Pay - ACH must be used 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 the Save and keep editing option under the More button), it is no longer considered new, and the system will process the payment via Payments Dashboard immediately. Any items added after the transaction has been saved will not be processed for payment.

 

To add a payment from a new sales receipt:

 

  1. Create the sales receipt as you normally would, noting the following in the Payment method area: 
    1. Select SOS Pay - Credit Card or SOS Pay - ACH as the Payment method. 
    2. Refer to Using SOS Pay payment methods for assistance, if needed.
      1. If neither a credit card nor bank account information is on file for the customer, add the card or bank account information. 
      2. If the payment method your customer wants to use is the same as what is on file, you are good to go. 
      3.  If the credit card or bank account the customer wants to use is different from what is on file, you must remove the existing account information from the customer definition first. Then enter the new credit card or bank account information in the sales receipt.
         
  2. Upon saving the sales receipt, SOS Inventory will:
    1. Process the credit card or ACH transaction via Payments Dashboard.
    2. 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 Payments Dashboard transaction record that is added to the SOS Pay list, 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.