The Stripe M2 Mobile Reader allows you to accept in-person credit card payments directly from the Boatyard Pro app by tapping, inserting, or swiping the card. This article walks you through how to complete a retail sale using the terminal.
Please Note: The Stripe M2 Reader is only compatible with retails sales using the Boatyard Pro app. Currently, we do not support a credit card terminal for payments in the dashboard.
Before You Begin
Make sure your Stripe M2 reader is charged and available. You will also need an active Stripe account connected to your Boatyard account.
Click here to learn how to order an M2 reader from Stripe.
How to Take a Payment with the Stripe M2 Reader
Step 1: Create Your Sale and Proceed to Payment
Add parts to your sale as you normally would, then tap Checkout and select Continue to Payment.
Step 2: Select Terminal as the Payment Method
On the payment screen, select Terminal as your payment method.
Step 3: Turn On the Reader
Press the button on the side of the M2 reader until it beeps and the lights turn on.
Step 4: Install the Firmware Update (First Use Only)
The first time you use the reader, it will automatically download and install a firmware update.
You will see the download and install progress on your screen. This can take up to 10 minutes. Once the update is complete, the reader will display Ready for Payment.
You will not need to do this again after the initial update.
Step 5: Send the Payment to the Terminal
Once the reader displays Ready for Payment, tap Send to Terminal in Boatyard. This activates the reader for the transaction.
Step 6: Accept the Card
The customer can now tap or insert their card. Once the payment is processed successfully, you will be prompted to select a receipt option.
Receipt Options
After payment, you can choose to send the customer a receipt via print, email, or text, or skip the receipt entirely.
Reader Issues
If you have any issues while using the Stripe M2 Reader, you can power off the device by pressing and holding the button on the left side until all the lights go out (about 10 seconds).
You can then press the button again to turn the device back on and proceed as normal.