On This Page
Take an Itemized Sale
Follow these steps to accept a payment with itemized details.
- ClickPayment Center.
- ClickTake a Payment.
- ClickItemized sale
- Select a currency.
- Enter a transaction description if desired.
- CheckAuthorize onlyif you want to capture the payment manually for settlement at a later time.
- ClickAdd item or service.
- Enter an item ID number, item name, quantity, and unit price.
- ClickAdd discountif 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. - ClickEditif 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. ClickSaveto save the tax jurisdiction and tax rate or rates. - ClickSave item.
- Repeat the previous step if you have more items or services to add.
- Search for a customer if you want to include the information for an existing customer, or clickAdd new customerand enter the customer name and address if you want to add a new customer.
- 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. - CheckAdd billing and shipping informationif you did not include a customer previously and if you want to include the billing and shipping information with this payment.
- Enter the first and last name.
- Begin typing the street address.
Step Result
Suggested street addresses appear. Click the address for the customer when it appears. - CheckUse a different shipping addressif 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. - ClickAdd freight/shippingif freight or shipping applies, and enter the freight/shipping amount.
ADDITIONAL INFORMATION
Freight and shipping do not apply for services. - ClickAdd dutyif duty applies, and enter the duty amount.
ADDITIONAL INFORMATION
Duty does not apply for services. - ClickCharge.
- ClickTake new paymentif you want to take another payment, or clickTransaction detailsto view the transaction details.
RESULT
The payment is submitted. If you did not check
Authorize
only
, the transaction settles automatically.