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, select the COMPOSEbutton in the middle of the navigation menu on 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 due date, with the most outstanding (180 days+) listed first. Find and select the appropriate invoice for payment
Review the details of the invoice and make changes as needed
Click the three dots menu on the upper right corner
Click RECEIVE PAYMENT
Select the desired payment method and follow prompts.
Select KEY-IN to enter credit card numbers manually
To swipe the card with a card reader, do so anytime when the reader is inserted in the device (the light on the reader icon will be green)
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.