Take a payment

Most clients pay from their own link. When they call to pay, or hand you cash or a check, you take the payment on the order.

Steps

1. Open the order and press Take payment at the top.
2. Pick how: Card, Bank transfer, or Cash, check or other.
3. Pick what: Deposit, Balance (or In full if nothing has been paid yet), or Another amount and type it.
4. For a card or bank transfer, press Open Stripe for the amount. Stripe's payment page opens.
5. Type the card the client reads to you on Stripe's page and pay. Stripe brings you back to the order.
6. For cash or a check, choose How it came in, the date it was Received, and a Reference (a check number, say), then press Record.

The payment shows on the order's Money tab, usually within a few seconds for a card.

Good to know

• The card number is typed into Stripe's page, never into High Stakes Pro.
• If your company adds a card fee, the dialog shows it before you pay. Someone whose role has Discounts and cancellations can tick Waive the card fee on this payment. Who pays the fee, and how much, is under Settings, Sales, Payments, Payment settings.
• A bank transfer has no fee and shows Pending for four to five business days until it clears. It already counts toward what is owed while it clears.
• You can also start from the + button in the top bar and pick Payment, or from Record cash or check on the order's Money tab.
• Every payment is listed under Sales, Payments, with views for Received, Pending and Failed.
• Taking payments needs a role with Take payments and refunds, and Stripe connected. See Stripe.

If something goes wrong

• Take payment is greyed out. Nothing more is owed on the order, or the order is cancelled.
• The card payment does not show yet. Stripe confirms it a moment later. Wait a few seconds; the order updates on its own. Do not take it again.
• Card payments are switched off. You are on the demo. In your own system, Stripe's page opens.