How to accept payment with credit card in the mobile app

To set up payment methods;

• click MORE from the navigation menu on the bottom right side of the screen.

• Then select SETTINGS

• ACCEPT CREDIT CARD PAYMENTS.

• Next, select a payment gateway, either Stripe to use a card swiper or Authorize.net using existing credentials.

• When ready to accept payments, tap on the COMPOSE button in the middle of the navigation menu at the bottom of the screen. This will take you to the customer list screen.

• On the customer list screen, choose the customer from whom you need to accept payment

• Under the green PAYMENTS tab, select RECEIVE PAYMENT

• View all open invoices by the due date, with the most outstanding (180 days+) listed first. Find and select the appropriate invoice for payment. You can select multiple invoices if needed.

• Tap on pay, then select the method of payment.
  

• Select KEY-IN to enter credit card numbers manually.

• To pay with a check, type the check number in the Ref# field, then select CHECK. To print, select PRINT and choose a printer or PDF. If you select PDF you will be brought to the preview screen where you can share it by clicking the share icon. Clicking share will bring you to the same preview screen and options.