This article will guide you through taking and agreement down payment with multiple methods.
Please Note:
- Depending on how your site is setup you may not have payment options on your agreement screen and will only have the chance to take payment on the Point Of Sale (POS) screen.
1. Selecting First Payment Method: Search and select the client and get to Step 2 of the Agreement Write Up process.
In this example we will use Visa, Mastercard, and cash to make a $280.00 down payment. To start, select the first payment method. We are going to be using a credit card for the first of three payment methods, therefore click on CARD. Enter in the amount to charge to this payment method. Choose to either SWIPE or ENTER the credit card or simply use the card currently tied to this client by clicking ON FILE.
2. Entering First Payment: Clicking the SWIPE or ENTER button will open the payment preferences screen. Verify/Edit the clients billing information and account information if needed. If this card is the one that should be on file for monthly EFT charges check the box Store this account for future purchases box. Click Add to update your changes.
3. Selecting Second Payment Method: Clicking the Add button will take you back to the previous screen. The first payment method will now be displayed. There is $180.00 still outstanding after the $100.00 payment from the initial credit card. Select your second payment option which we will be entering a debit card. Click on CARD and enter in the amount to charge to this payment type, we are entering $100. Choose to either SWIPE or ENTER the debit card or simply use the card currently tied to this client by clicking ON FILE if needed.
4. Entering Second Payment Method: Clicking the SWIPE or ENTER button will open the payment preferences screen. Verify/Edit the clients billing information and account information if needed. If this card is the one that should be on file for monthly EFT charges check the box Store this account for future purchases box. Click Add to update your changes.
5. Selecting Final Payment Method: Clicking the Add button will take you back to the previous screen. The first two payment methods will now be displayed, there is $80.00 still outstanding after the previous $200.00 worth of payments. Select your last payment option which we will be entering as cash. Click on CASH and enter in the amount to charge to this payment type, we are entering $80. Click ADD.
6. Taking Payment: After adding the last payment all three payment methods are listed on the screen. Then click FINALIZE THE AGREEMENT in order to take payment.
Congratulations! You have successfully split payment for an agreement!
Requirements - A 'Master Admin' login or a staff login with the following permissions.
- Writing Up New Agreements: Can write up new agreements