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1. Payment Processing - Various ways of taking payment

Lisette Wingelaar

Modified on: Tue, 18 Mar, 2025 at 5:04 PM

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This article provides instructions on how to take payment in three different scenarios:

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
	Lightspeed 2nd Option		Customer
	Sales history		Open and 'Preview Invoice'
	Find customer		Open Payment Link
	Use dropdown of invoice		Enter CC details
	Edit		Will need CCV & OTP
	At the bottom 'add payment'		(Undeposited Funds - Vital)
	Add payment type = other
	Manually use Windcave Terminal
	Tap (no OTP required)
	(Undeposited Funds - Lightspeed)

Any Windcave Terminal Usage
	= Undeposited Funds - Lightspeed

Any Windcave Paylink Usage
	= Undeposited Funds - Vital