Get To Know The Payment Review Page

Below are the features/options available on the payment review page and what they mean for your transaction.

Select Customer

This gives you the option to link this transaction to a pre-existing customer from your customer list.

Product List & Edit

This outlines any products that may be a part of the transaction. By choosing to edit, you can change what products make up the transaction.

Surcharge

This gives you the ability to pass on your transaction fee to your customer/s. 

This can be turned on by default in your app’s payment settings.

Accepted Payment Types

Enable, or disable, certain payment types for this particular transaction.

These can be toggled on/off by default in your app’s payment settings.

Create Invoice

If you have connected your Xero account, you’ll be able to create an invoice by toggling this on. This can also be turned on by default in your payment settings.