Omni Virtual Terminal : Link Payments to Sales

For previously run payments, you have the option to link an existing payment to a different sale. This allows you to correct any mis-run transactions, and append the payment to the appropriate sale.

For example, if you run a customer’s payment to pay off an existing invoice, but forget to link it to the invoice - you can link the payment after it’s been run, to ensure that it shows a payment received for the sale.

  1. Go to the Payments tab from your side bar
  2. Select a transaction
  3. Select Link to a Different Invoice from the bottom right corner
  4. The link will take you to the Invoices page
  5. Select the Invoice that you need to link
  6. Select Link