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In this article, you will learn how to process payments and request a customer’s payment information in Komet Sales.
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You can also send a payment link to your customers to enable them to pay by themselves. To learn how, readPayment Links. |
Receiving Payments in A/R
To process payments in the accounts receivable module, do the following instructions:
Go to A/R and select Receive Payment.
Select the Customer.
Enter the amount and payment information and select ACH or Credit Card as a payment method.
Apply for the payment and click on Pay & New.
Add the payment details and follow the instructions on the screen.
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You can check the Save for future payments option to process future payments without having to input the payment details again. |
To process payments in the Order Entry module, do the following instructions:
Go to Order Entry and select Order Summary.
Search the order and click on Edit from the Actions column.
Click on Pay & Confirm.
Select ACH or Credit Card as a payment method.
Click on Pay.
Fill out the payment information and click on Pay to process the payment.
To make a payment directly in the E-Commerce when you checkout, do the following instructions:
Once you’ve finished adding your products to the cart, click on View Cart.
Click on Pay & Checkout.
Select if you are paying with a credit card or ACH.
Add the payment details and click on Pay.
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If you use Google or Apple pay, the system will also offer this payment methods when you select credit card as payment method. |
Request Payment Information
When you need a customer’s payment information, you can request it via Komet Sales. This is the most secure way to gather and store customer payment information.
To request a customer’s payment information, do the following instructions:
Go to Setup and select Customers.
Search the customer.
Click on Edit from the Actions column.
Click on the Payments Methods tab.
Click on Request payment method.
Enter the recipient’s email and click on Send form.
After you send this form, your customer will receive an email with a secure link where they can enter their payment information.
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The link your customer receives to add their information expires in four hours. |
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