Add a payment

  1. To complete a sale in progress, select the Add payment tab to view the order balance and add payments.

  2. Under Payments, select a payment method and enter payment info.

    Tip: For credit card payments, your merchant account settings determine which fields are required. For more information, see Blackbaud Payment Service Merchant Accounts.

    Note: The payment methods available are configured by an admin and can differ by sales method. For more information, see Configure Sales Methods.

  3. Select Save. The payment is added to the Order summary.

    • If the balance is zero, select Complete order to finalize the sale.

    • If a balance remains, add payments until the order balance is zero, then select Complete order.