Cash and Credit Sales on Mobile

Start A Cash or Credit Sale Transaction

    • From the Home screen, click on the orange + button in the upper left corner.


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    • You are then taken to a blank transaction entry screen.


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    • Enter the amount of the Sale, then tap on either Credit Card or Cash.


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  • Now proceed to the section below for the Transaction Type you want to run!

 

Credit Card Swipe Sale

    • Make sure the Swiper is already connected!

    • After Choosing Credit Card, you will be taken to the Swipe Card Now screen.

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    • Swipe the Credit Card through the swiper.

    • If it is a good swipe, you will see the Processing screen appear.

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    • If the Credit Card is good, you will be taken to the Approved! Signature Please screen. Have the customer sign their name on the screen then tap on the Done button.

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    • You are now taken to the Receipt Options screen. Enter Customer information if you want, and an email address if you want the receipt emailed to the customer. If using a printer as well, you send the print/email via the Print/Send Finish button. For no receipt, tap No Receipt.

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Credit Card Manual Entry Sale

    • When you tap on Credit Card with no swiper attached, you will be taken to the Manual Entryscreen.

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    • Manually enter in the Credit Card #, expiration date, AVS Address, AVS Zip, and CVV code. Tap into each field to enter it's edit mode. (Note: AVS and CVV can be turned off and adjusted in various ways, please see the Risk/Fraud Settings page on how to do this!)

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    • When completed entering all transaction information, tap the Submit Payment button.

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    • If the Credit Card is good, you will be taken to the Approved! Signature Please screen. Have the customer sign their name on the screen then tap on the Done button.

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    • You are now taken to the Receipt Options screen. Enter Customer information if you want, and an email address if you want the receipt emailed to the customer. If using a printer as well, you send the print/email via the Print/Send Finish button. For no receipt, tap No Receipt.

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Cash Sale

    • Enter the amount of Cash received from the customer, then click on Submit Payment.

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    • You are now taken to the Receipt Options screen. Enter Customer information if you want, and an email address if you want the receipt emailed to the customer. If using a printer as well, you send the print/email via the Print/Send Finish button. For no receipt, tap No Receipt.

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Swiper/Transaction Errors

 

 

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