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Choose a sale payment method

Learn when to use Cash, Card, Bank account, or Credit and how to check the payment amount.

In this guide
  1. Review the payment section
  2. Choose a payment method
  3. Check the payment amount

1. Review the payment section

After you add a product, the payment section appears below the sale items. Check the selected method, payment amount, and remaining amount before saving.

Review the payment method, payment amount, and remaining balance together.

2. Choose a payment method

Choose Cash for cash received, Card for a card payment, an account for money received into a specific bank or custom account, or Credit for an amount not received yet.

Choose the payment method that matches how the sale was settled.

3. Check the payment amount

For a fully paid sale, the payment amount equals the sale total and the remaining amount is zero. Change the amount or use Split payment when money was received through more than one method.

Confirm that the payment amount and remaining balance match the actual settlement.
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