Check out - Management

Last Update: September 21st, 2021

  1. Confirm that your customer has seen and agreed to any applicable disclaimers. 
  2. Click Continue.
  3. Review any additional questions, disclaimer, or other required documents with the customer. 
  4. Select Payment Type. 
  5. Confirm Billing Contact and Billing Email is correct. 
  6. Enter Payment Amount.

Full Payment

  1. Choose payment type.
  2. Click Submit Payment *
  3. Click Process Invoice
* For credit cards, Submit Payment is Continue to Online Payment Form.

Partial Payment

  1. Choose payment type
  2. Set payment amount
  3. Click Apply
  4. Review payment distribution
  5. Click Submit Payment*
  6. Click Process Invoice

For credit cards, Submit Payment is Continue to Online Payment Form.

Split Payment

  1. Choose payment type (credit cards last)
  2. Set payment amount
  3. Click Apply
  4. Review payment distribution
  5. Click Submit Payment *
  6. Repeat steps 1-5 for each payment
  7. Click Process Invoice

For credit cards, Submit Payment is Continue to Online Payment Form.


Credit Card Payment

  1. If this was a credit card payment, you will proceed to the credit card screen.*
  2. Confirm name and address match the name and address for the credit card. 
  3. Choose Card Type.
  4. Enter Expiration Date.
  5. Enter Credit Card Number.
  6. Enter CVV code from back of card.
  7. Or if using a card reader, Click Swipe Card button at top of screen and run the card through the reader to populate into the form.
  8. Click Submit Secure Payment and wait for approval. If declined, you'll return to the credit card screen. If approved, you'll proceed to the confirmation screen. 
  9. Once on the confirmation screen, you may view/print the receipt and/or disclaimer.
  10. Unless you unchecked Send Receipt or there is no email address entered, your customer will receive a copy of this transaction in their email in full, you will proceed to the confirmation screen.

*Payment page shown is for those with Authorize.net and Mx Merchant gateways.