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Take an Itemized Sale

Follow these steps to accept a payment with itemized details.
  1. Click
    Payment Center
    .
  2. Click
    Take a Payment
    .
  3. Click
    Itemized sale
  4. Select a currency.
  5. Enter a transaction description if desired.
  6. Check
    Authorize only
    if you want to capture the payment manually for settlement at a later time.
  7. Click
    Add item or service
    .
    1. Enter an item ID number, item name, quantity, and unit price.
    2. Click
      Add discount
      if you want to include a discount.

      ADDITIONAL INFORMATION

      Select whether you want the discount to be an amount based on a currency or percentage, and enter the amount of the discount.
    3. Click
      Edit
      if you want to change the tax jurisdiction.

      ADDITIONAL INFORMATION

      Select the tax jurisdiction, select the tax type or types, and enter the tax rate or rates. Click
      Save
      to save the tax jurisdiction and tax rate or rates.
    4. Click
      Save item
      .
  8. Repeat the previous step if you have more items or services to add.
  9. Search for a customer if you want to include the information for an existing customer, or click
    Add new customer
    and enter the customer name and address if you want to add a new customer.
  10. Enter the card number, expiration date, and security code..

    ADDITIONAL INFORMATION

    The security code is the three-digit code found on the back of the payment card, next to the cardholder signature. For American Express cards, the security code is four digits and is found on the lower right corner of the front of the card.
  11. Check
    Add billing and shipping information
    if you did not include a customer previously and if you want to include the billing and shipping information with this payment.
    1. Enter the first and last name.
    2. Begin typing the street address.

      Step Result

      Suggested street addresses appear. Click the address for the customer when it appears.
    3. Check
      Use a different shipping address
      if the shipping address is different from the billing address. Enter the first and last name, and begin typing the street address.

      Step Result

      Suggested street addresses appear. Click the address for the recipient when it appears.

    ADDITIONAL INFORMATION

    Applicable tax rates may vary depending on the billing or shipping address.
  12. Click
    Add freight/shipping
    if freight or shipping applies, and enter the freight/shipping amount.

    ADDITIONAL INFORMATION

    Freight and shipping do not apply for services.
  13. Click
    Add duty
    if duty applies, and enter the duty amount.

    ADDITIONAL INFORMATION

    Duty does not apply for services.
  14. Click
    Charge
    .
  15. Click
    Take new payment
    if you want to take another payment, or click
    Transaction details
    to view the transaction details.

RESULT

The payment is submitted. If you did not check
Authorize only
, the transaction settles automatically.