How to take partial payments on an outstanding account sale - using integrated payment type

Setup

  • Vend on PC or Mac
  • Vend for iPad

Steps

1. Click Sales History from the side menu.

2.  In the Sales History screen, choose the Continue Sales tab along the top

3. Next, Select On Account from the Status dropdown and click the search button. This will filter your list of sales by On Account only.

4. Locate your sale from the list of On Account sales below and click the continue sale icon.

5. The sale will load, and you can take payment by clicking the Pay button. Since the customer is not paying the sale off entirely, change the payment amount to the partial amount, click on the integrated payment type to take the payment. Click the On Account button to put the sale back onto account.

6.  Issue the customer with an updated receipt for their sale where they have made a partial payment.