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Process a financing payment

If you work with a local financial institution to offer your customers a line of credit, use the Financing payment type to record purchases made against this credit line.

  1. From the Payment toolbar, click the Financing button.
  2. The Amount field automatically populates with the amount due on the transaction. If the amount the customer is financing is different, enter that amount instead.
  3. Click the Save button.
  4. If the customer overpaid on the transaction, the Change Due dialog box displays. Click Cancel to process a refund.

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