Step 4 - Process Sale
This tutorial will show you how to MANUALLY Process a sale, please note that if you are using a card reader make sure you have setup your card reader settings first. Follow this link if you need help configuring your device Setting up your Apple Card reader
Use the following steps to Process a Sale.
- Tap Credit Cards from Home Screen
- Tap Process-Sale
- Input all Required fields by tapping on them
- *Optional fields will NOT give you a better rate only card readers will - Select Process (upper right hand corner of the screen)
- Confirm Sale
- Once approved you can Get a finger Signature - Tap Get Signature
- *Double tap on screen if you make a mistake otherwise select Accept
- In order to send a customer a receipt tap on Email
- Type in the customers email address then tap Send
- * Note the Print button only applies for users with the p25 card readers
- You can also text a receipt to a customer by tapping 'SMS' button
- Type in the customers phone number in the 'To:' field and then tap Send
