Skip to content

Making Payments

Once you've created a sale or invoice you can immediately make a payment for it. Simply tap the dollar button at the bottom right of your screen to begin making a payment, or if you're dealing with an invoice, from the invoices tab, tap the arrow followed by the dollar sign.

Select the dollar button

Next choose a payment method.

Payment Methods

Card

To process a card transaction you will first need to enable Tap to Pay on iPhone or enable AirPay Tap(Android) .

Refer to Getting Ready for Card Payments for a quick start guide.

Choose Tap to Pay on iPhone or Card (on Android) from the list to begin processing a transaction. You can follow the prompts displayed on screen and if required customer can enter their PIN.

Once the customer has finished, the app will display whether the transaction was approved or declined on the completion screen. If the transaction failed, then the app will give you the failure reason, and provide the opportunity to try again.

Cancelling a transaction

If you need to cancel a transaction, you may tap the cross at the bottom or the screen on iPhone or swipe from left to right > Swipe to cancel on Android before the card is tapped.

Cash

The Cash option allows you to accept a cash payment from a customer. Since the customer may not always give you exact change this will allow you to take any denomination from the customer and calculate how much change they will need.

The default value entered will be the exact amount owed, but you can easily choose one of the suggested options, or enter a value manually.

Once you have entered the correct amount that the customer has given you simply tap Tender to continue.

The completion screen will display how much change you need to give back to the customer.

Sending a Receipt

On the screen, you will be clearly told if the payment was successful, any change that needs to be given to the customer (for cash payments), and whether or not there is any remaining balance owing. You can send a receipt to your customer either via email or SMS.

Enter the customers address

Simply enter the customers email address or mobile phone number and tap the send arrow to send them a copy of the sale information.

You can send (or re-send) receipts later by finding the relevant invoice, sale or refund on the Paid tab, selecting it, and then choosing share from the overflow menu.

Partial Payments

If you need to do a partial payment, allowing the customer to pay off the remainder later, or a split payment then you can tap the Partial Payment button.

Choose the amount you'd like to charge for this payment by either dragging the percentage slider or by selecting the amount and entering a new value. Selecting

OK (on iPhone) or Save (on Android) will then take you back to the previous payment method selection screen with the new amount displaying at the top of the screen.

Continue with your payment flow as detailed above to make the partial payment.

Once you've completed a partial payment the amount owing for this sale or invoice will be reduced by the paid amount. On the result page you can choose to Make another payment or do a New Sale. If you're making a sale from the register then you should generally make another payment until the sale is completely paid off. If you're paying off an invoice, then the invoice will be in a partially paid state and can always be paid off later.

Incomplete sales

If you leave a partially paid sale then that sale will appear in your Invoices tab, if you are in an invoicing mode, otherwise it will appear under the Incomplete filter of the Paid tab until it is paid off.