Take a card payment

Card payments go through the card reader set for the tablet. A tablet with no reader can still record a payment you ran on a standalone card machine. The video shows the tablet without a reader.

1. 1Open the customer's visit and tap Card.0:00
2. 2This tablet has no card reader, so Take payment without built-in terminal is on. Run the card on your standalone card machine first.0:09
3. 3Check the amount: the full amount is filled in. To split the bill, type the part paid by card.0:14
4. 4When the card machine has approved it, tap Record card payment.0:19
5. 5Payment successful. Tap Done.0:24
6. 6The visit is paid in full. When the service is finished, tap Complete and confirm.0:32

इस वीडियो के कदम पढ़ें

Take a card payment

1. Open the customer's visit and tap Card.
2. This tablet has no card reader, so Take payment without built-in terminal is on. Run the card on your standalone card machine first.
3. Check the amount: the full amount is filled in. To split the bill, type the part paid by card.
4. When the card machine has approved it, tap Record card payment.
5. Payment successful. Tap Done.
6. The visit is paid in full. When the service is finished, tap Complete and confirm.

How do I take a card payment?

1. Open the customer’s visit from the front desk screen and tap Card at the bottom.
2. The Card Payment screen fills in the full amount. To split the bill, type the part paid by card in Card amount (or tap Full amount to go back to all of it).
3. With a card reader: tap Charge. The tablet shows “Sending to the terminal” and the customer pays on the reader.
4. You’ll see Payment successful. Tap Print receipt if they want one, then Done.
5. When the service is finished, tap Complete, then Complete again to confirm.

How do I record a payment from a standalone card machine?

If the tablet has no card reader (the Card Payment screen says No card reader), Take payment without built-in terminal is on.

1. Run the card on your standalone card machine first.
2. When the machine approves it, tap Record card payment on the tablet. The amount on the button must match what you charged.
3. Tap Done.

The payment is listed in Transactions as Card (standalone). If the owner turned on Require integrated terminal in the tablet’s settings, this switch is not offered and card payments must go through the reader.

Who sets the card reader for the tablet?

The owner (or a member who manages devices) picks it in the FocalPOS dashboard: Devices, the tablet’s ⋯ menu, Card reader. On the tablet you can see it in the menu under Card reader (it says Not set when there is none). Card terminals are set up with FocalPOS support ([email protected]).

Troubleshooting

The payment hangs on “Sending to the terminal”

Check the card reader. Tap Check to ask the reader what happened. If the customer did not pay, tap Cancel Payment: you’ll see “Canceled. Nothing was charged.” If it was already paid, the tablet says “That payment was already completed.”

It says “A card payment is in progress”

A card payment on this visit has not finished yet. Tap Resume to go back to it, Cancel payment to stop it, or Close. Don’t take a second payment until the first one is finished or canceled.

It says “No card reader is set for this tablet”

No reader is set for this tablet. Use Take payment without built-in terminal with a standalone card machine, or ask the owner to set the reader under Devices.

The card was declined

The tablet says “The card was declined.” Nothing was charged. Ask for another card or take cash.

Can the customer pay part by card and part in cash?

Yes. Type the card part in Card amount and take the payment. The rest stays due on the visit: tap Cash for it. See Take a cash payment.