This article provides instructions on how to take payment in three different scenarios:
1. Invoices created in Vital
2. Invoices created in NetSuite but all payments taken in Xero.
| INVOICES CREATED IN VITAL 1. Credit card on file (button) on invoice 2. Invoice payment link 3. Other methods as per below | |||||
| Card Present - Over the Counter | Card Not Present - Over the Phone | Cash - Over the Counter | |||
| Lightspeed | Vital | Preferred Option | Lightspeed | ||
| Customer | Customer | Customer | |||
| Pay Account Balance | Resend inv to store email | Pay Account Balance | |||
| Payment Type: Windcave-#Store | Open Payment Link | Payment Type: Cash | |||
| Register: #Store | Enter CC details | Register: #Store | |||
| Manually use Windcave Terminal | Will need CCV & OTP | (Cash on Hand - #Store) | |||
| Tap (no OTP required) | (Undeposited Funds - Vital) | ||||
| (Undeposited Funds - Lightspeed) | |||||
| Xero | 2nd Option | ||||
| Customer | |||||
| Open and 'Preview Invoice' | |||||
| Open Payment Link | |||||
| Enter CC details | |||||
| Will need CCV & OTP | |||||
| (Undeposited Funds - Vital) | |||||
| INVOICES CREATED IN NETSUITE - ALL PAYMENTS TAKEN IN XERO | |||||
| Card Present - Over the Counter | Card Not Present - Over the Phone | Cash - Over the Counter | |||
| Xero | Preferred Option | Xero | Xero | ||
| Customer | Customer | Customer | |||
| Open and 'Preview Invoice' | Open and 'Preview Invoice' | Open Invoice and 'Add payment' | |||
| Open Payment Link | Open Payment Link | Account: Cash on Hand - #Store | |||
| Enter CC details | Enter CC details | Reference: OTC-#Store-Initials | |||
| Will need CCV & OTP | Will need CCV & OTP | Use Lightspeeds 'Add Cash to Cashdrawer' method | |||
| (Undeposited Funds - Vital) | (Undeposited Funds - Vital) | On closing Cash Drawer - add to 'Notes' $$ that occurred in Xero transaction | |||
| Xero | 2nd Option-Not preferred | (Cash on Hand - #Store) | |||
| Customer | |||||
| Open Invoice and 'Add payment' | |||||
| Account: Undeposited -Lightspeed | |||||
| Reference: OTC-#Store-Initials | |||||
| Manually use Windcave Terminal | |||||
| Tap (no OTP required) | |||||
| On closing CashDrawer - add to 'Notes' $$ that occurred in Xero transaction | |||||
| (Undeposited Funds - Lightspeed) | |||||
| Any Windcave Terminal Usage | |
| .= Undeposited Funds - Lightspeed | |
| Any Windcave Paylink Usage | |
| .= Undeposited Funds - Vital | |