Is your customer at the counter ready to pay? This article will show you how to quickly take a payment for a single transaction.  

From the Workbench, bring up the transaction in question by clicking on the dates in the center of the screen. Once the transaction is brought up, click Collect Payment located under the Totals section.  
 

Note: The transaction must be in the Reservation status or later before you can collect payment.

Select the appropriate type in the Payment Method drop down. 

If you are set up to collect credit card payments and you select card as the payment method, you will have a second drop down from which you will select either Manual Entry or Swipe Card. 
 

Note: You will only have the Swipe Card option if you have a credit card terminal and it is connected to communicate with Essentials.  

Enter the amount to collect and click Save. If you would like, you can add a payment note as well.
  

Note: If the customer is paying all the remaining balance, you can easily select the colored area and the amount will automatically populate in the Amount Being Collected field.
 

If you are collecting payment via credit card and you have a credit card terminal connected, the terminal will react and the customer will then swipe or insert their card.  If you don't have a credit card terminal or are collecting payment over the phone, a Payment screen will come up once all the above steps are completed.  

If you are not collecting payment via credit card, you won't go through the above screen.  The transaction is automatically paid when the Save button is clicked.






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