Create a payment from the Dashboard
VanillaPOS allows you to process a one-time card payment directly from the Dashboard.
To create a payment:
Select Create a Payment from the sidebar.
Enter the payment amount.
Select the store where the payment should be recorded.
Select a customer, if applicable.
Add a tip, if tipping is enabled for your account.
Review the applicable tax.
Enter or select the customer’s payment method.
Review the payment summary.
Select Submit Payment.
Your account currency is automatically applied. Tax is calculated based on the store selected for the payment.
If Card Not Present (CNP) surcharging is enabled for your account, the applicable surcharge will also be automatically calculated and displayed.
Creating a payment without a customer
You can create a payment without associating it with a customer if your account is configured to allow transactions without customers.
When no customer is selected:
Enter the card details for the one-time payment.
The payment will be recorded as a transaction without customer information.
A new customer will not be created automatically.
The transaction will still be included in your revenue and transaction reporting.
Creating a payment for an existing customer
When you select an existing customer, you can use a payment method already saved to their account or enter a new card.
When entering a new card, you can also choose to save it to the customer’s account and make it their default payment method.
The completed payment will appear in the customer’s Transactions tab.
Create a payment from a customer profile
You can also initiate a payment directly from an existing customer’s profile.
Go to Customers.
Select the customer.
Select Create Payment.
Select the store where the payment should be recorded.
Enter the remaining payment details.
Select Submit Payment.
Because you started from the customer’s profile, VanillaPOS automatically associates the customer with the payment.
After a payment is completed
After a successful payment, VanillaPOS displays a payment summary.
If you need to process another payment, select Create Another Payment.
If a payment attempt fails, return to the payment form and create a new payment attempt.