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Accepting a Credit Card Payment
Accepting a Credit Card Payment
Angel Horowitz avatar
Written by Angel Horowitz
Updated over 7 months ago

If a customer would like to pay an invoice with a Credit Card, here is how this can be done in Dash:

  1. Once all of your items are in the cart, press the "Checkout" button. This will take you to the Payment Screen.

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  2. The payment type will default to credit card. At this point, you can either hand type in a credit card number and expiration date or swipe a credit card.

  3. The amount owed will automatically be entered in the "Amount on Card" line. If you enter a smaller amount, then the customer will be "invoiced" for that amount. If they overpay, then they will receive a "credit".

  4. Email Receipt: By default this box is checked. In most cases you will want to send a receipt to your customer but there may be some cases where you choose to not send this.

  5. Split Tender : You can add more than one type of payment if you choose. For example a cash and a credit card payment at the same time.

  6. Add Note: A payment note can be added to an invoice for internal records or to pass along any information to the customer.

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  7. When finished, press the "Process Checkout" button on the right hand side.

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