V9 - Adding and editing payments overview (SOS Pay)

SOS Pay subscribers have the following options for adding payments:

Adding a payment with a payment transaction directly, via the Quick add menu (add_circle) (Quick add > Sales > Payment) or the Payments list (Operations > Sales > Payments).
Adding a payment via 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 that transaction to the SOS Pay list. However, it does NOT create a payment transaction in the Payments list.
Adding a deposit via a new sales order. Payment method must be SOS Pay – Credit Card.
Generating a payment transaction from an invoice (Operations > Sales > Invoices).
Generating a payment transaction from an existing customer (Operations > Sales > Customers). The customer must have a credit card or bank information on file to use this option.

Editing an existing payment transaction

An existing payment transaction can be opened for viewing or editing by selecting its transaction reference number link in the Ref # column. Be sure to save any changes you make.

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 after the payment has been processed. However, other information on the transaction may be edited.

Passing credit card and ACH processing fees on to customers

SOS Pay currently does not have a setting or field that allows you to add a credit card or ACH processing fee to a customer who uses either of these payment methods.

We recommend that you create a Service-type item and add this fee as a line item in the transaction before using SOS Pay to process payment for a sale.

Partial payments and deposits

SOS Inventory supports partial payments of invoices and multiple deposits of sales orders. See Processing partial payments and multiple deposits for details.