Page 31 - Red Book Rev 7.2_Neat

Again really simple just
click on the search tab

just type in the customer
details e.g. post code,
name

And it will come up with
the payment that have
been made under the
search you have made.

Taking payments on sage terminal……..

If you need to take a payment on sage from a customers card. On the search bar you

have a tab that says terminal.

To be able to take a payment from a customers card you will need the following details

marked with a * , once you have filled in the details you need to click the make

payment button. This will be lit up GREEN when the details are filled in correctly.

31 | P a ge
Red Book Revision 7 12 November 2019
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