How do I process payments using my card terminal?

Once an appointment has been completed, you can checkout and raise an invoice using your card terminal in just a few simple steps:

  1. Go to Calendar and select the appointment you’d like to raise an invoice for.
  2. Click Checkout to be redirected to the New sale page.
  3. Add any products, services, memberships, and gift cards to the cart.
  4. Click on the items in your cart to apply a discountchange the service provider, or the team member that raisedinvoiced, and took the payment
  5. Click Continue
  6. Once you’re happy with your changes, click Charge and select the payment method Card terminal
  7. On the terminal, clients can add a tip or they can skip this step by selecting No tip on the card terminal.
  8. Once confirmed, they can follow the instructions on the card terminal to complete the transaction.

PRO TIP: You can choose when to ask clients if they’d like to leave a tip. Click here to manage your tip settings.

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