Check Out and Take Payments (How-To)

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Introduction

After adding all items to the cart and modifying the charges as needed, you're ready to take payment.

You have two options to complete checkout:

Checkout with No Payment: Selecting this option will complete checkout with no payments and leave the invoice open with the total amount due.

Reference: This option will not appear if you are completing a purchase that requires an owner to be assigned and one has not already been assigned.
Checkout with Payment: Selecting this option will bring up the payments pop-up window where you can collect payment with one or more payment methods. If the total amount due is paid, then the invoice will close — otherwise, it will remain open.

Click the Check Out With Payment button in the shopping cart to bring up the payment pop-up window. The full amount due for the invoice will automatically be filled into the Payment Amount field.
Select your payment method (if you’re using a credit card, follow the prompts on your terminal).
Once you have entered and confirmed the payment amount, click Continue. You will be taken to the checkout complete pop-up window where you can view, email, and print the invoice.

Reference: If the customer paid the entire amount due on the invoice, then the invoice will be closed. If not, it will remain open.

Click the Check Out With Payment button in the shopping cart to bring up the payment pop-up window. The full amount due for the invoice will automatically be filled into the first Payment Amount field.
Adjust the payment amount to the amount that the customer wants to pay with their first payment method and select the payment method that they want to pay with.
To add another payment method, click Add Payment Method and enter the payment amount and method for the additional payment method.
Once you have entered and confirmed all of the payment amounts, click Continue. You will be taken to the checkout complete pop-up window where you can view, email, and print the invoice.