Sale

1. Set the type to Sale.
2. Select a transaction terminal.
   • Manual - Credit - Card Not Present Transaction
   • Manual - ACH - ACH Transaction
   • Manual - Gift Card - Gift Card Transaction
   • Terminal - XXXX - Card Present Transaction
3. Enter a charge amount.
   • Alternatively, you can search / select items from your business inventory using the Add Line Item field.
   • To edit the item quantity, double-click the quantity column.
   • To remove an item, click the X icon adjacent to the item within the Add Line Item field.
4. Enter a shipping amount.
5. Enter a tax rate.
6. Add a discount.
   • Using the Add Discounts field, you can search / select discounts from your business's database. After selecting a discount, it will be applied to the totals found at the bottom of the page.
   • To remove a discount, click the X icon adjacent to the discount name within the Add Discounts fields.
7. Complete any additional fields as necessary.
8. Loyalty Discount and Tax Exemption
   • Enabling the Loyalty Discount option will exclude any card admin fees from the transaction total.
   • Enabling the Tax Exempt option will exclude any taxes from the transaction total. If possible, please provide a Tax Exemption Number.
9. Click Proceed to Payment.
   • After clicking Proceed to Payment, a new menu will automatically open within your browser. On this menu you will need to complete the Manual Entry form. When you are finished, click Pay to submit your payment.
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   If this menu is not automatically opened, you may need to locate and open the tab manually!