Chip and signature payment means your customers sign for their purchase instead of entering a PIN.
1. Log in
Log in to the app using your username (email) and password.
2. New Sale screen
Once you’ve logged in, the app automatically displays the New Sale screen. If you’ve just processed a sale, the app automatically returns to the New Sale screen.
To open the New Sale screen from elsewhere in the app, open the left hand menu – by tapping the three horizontal lines in the top left of the screen – and select New Sale.
3. Enter information
Enter the amount of the sale and, if you want to, a description of the sale. Then press the Checkout button in the top right hand corner of the screen.
If you add a description, it will be shown on your customer’s email receipt and in your online transaction history.
4. Check the app
Your card reader should wake up when you press Checkout, but don’t worry if it doesn’t – just press the blue power button once.
5. Give the card reader to your customer
The app will normally display the amount and the instruction ‘Present card’. Sometimes it will display ‘Insert or swipe card’.
Ask your customer to insert their payment card into the slot on the bottom end of the card reader.
6. Ask your customer to sign the app screen
Your mobile device will display a blank space where the customer will need to sign using their finger.
Please ensure the customer does not accept the signature on your behalf.
7. Check the signature
Check the signature against the one on the back of the customer’s card. If they match, press the Done button in the top right of the screen.
Once the transaction is approved, the app will display a large green Approved banner across the top of the screen. Below that will be two buttons – ‘Send Receipt’ and ‘Close’.
9. Issue a receipt
If your customer would like a receipt, hit the ‘Send receipt’ button. The app will prompt you to enter the customer’s email address. Hit ‘Send’.
And that’s it, you’re done. Your app will now return to the New Sale screen so you can process your next transaction.