====== Taking Payment ======

<note>this article is incomplete</note>

==== Sales Screen ====
Taking payment on the Sales Screen

=== Work Order (Deposit) ===
When converting a Quotation to a Work Order (WIP), you will be presented with an oppurtunity to accept a deposit:
  * You can check the box: ''Take deposit later'' if you don't wish to capture a deposit payment now

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On the Sales Screen, you can capture a new deposit using the ''Payments'' button
  * you can also use this button to apply an existing open credit to the order

<note>
The ''Payments'' button will not be available on a //Quotation//. You will have to convert your order to a WIP or Invoice in order to capture a payment
</note>

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=== Invoice (Payment) ===

On the Sales Screen, you can capture a payment new using the ''Payments'' button

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==== Customer Payment Screen ====

On the navigation pane at the left, expand the section: **Sales** and click on ''Customer Payments''

Here you can capture a payment for any customer and apply the payment to any combination of Invoices or Work Orders

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<note>
A payment to a Work Order will be applied as a //Deposit//.
</note>

==== Customer Account Screen ====
Although cannot actually process a //new// payment on the Customer Account screen, you can //apply// any existing payments or credits to outstanding Invoices
  * Select the payment from the list and click on ''Apply'' to apply that payment to an Invoice
    * or click on ''UnApply'' to see a list of the Invoices that it was already applied to (and/or to unapply the payment from any or all of those Invoices)

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<note>You cannot apply payments to //Work Orders// from the Customer Account screen. Use the Sales Screen for that</note>

//For more about the features and options on the Customer Account screen, [[/accounts|click here]]//


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==== Payment Processor Integration ====
Currently, FastManager supports integration with the following payment processors:

  * [[https://payjunction.com|PayJunction]]
  * [[https://chargeitpro.com|ChargeItPro]]

First, you will need to sign up as a new customer with one of these and acquire your account login information.
The different information required for each payment processor can be viewed within each one's corresponding setup screen in FastManager, at: ''File --> Merchant Setup''

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If you select ChargeItPro, you will need to contact them directly to assist with the setup (they will enter or provide the information that is needed in their setup):

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{{ :sales:selection_023.jpg?direct |}}

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**[[/sales|⇐ Sales: Overview]]**
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**[[/purchasing|Purchasing ⇒]]**
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