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Take a card payment

Send a sale to the reader and wait for the card.

Table of Contents

Once a terminal is registered at the sale's location, you can send the amount straight to it from the payment step.

Send the payment

  • Create the sale or invoice as usual and go to payment.

  • Choose Card Terminal as the method.

  • If the location has more than one reader, pick it under Choose terminal.

  • Click Send [amount] to terminal. The button shows the amount due.

The screen now waits for the card. The patient taps, inserts or swipes, and the payment completes on its own.

If something goes wrong

  • To stop while waiting, click Cancel. The reader is freed for the next sale.

  • If the card is declined, the reason appears with a Try again button.

  • If the method is unavailable, register a reader under Setup in Payment processing.

Up next

Next, read Manage terminals and tipping.